# Сопутствующие статьи по теме Upgrade

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Upgrade", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

From Technology to Institutions: Analyzing the Four Core Turning Points of Ethereum in 2026

This analysis examines four pivotal turning points for Ethereum in 2026, highlighting its potential transition into a structural bull market driven by institutional adoption and technical upgrades. 1. **Staking Reversal**: A dramatic shift in staking dynamics has emerged, with the exit queue dropping to only 80,000 ETH while the entry queue surged to nearly 1 million ETH—a 15-fold difference. This indicates reduced selling pressure and increased investor confidence, with whales accumulating over $3.1 billion in ETH since July 2025. 2. **Institutional Participation**: Institutions are shifting from passive holding to active staking. BitMine Immersion Technologies, holding over 4.11 million ETH, staked 590,000 ETH in just eight days, worth $1.8 billion. ETH spot ETFs saw cumulative inflows exceeding $125 billion, with single-day net inflows reaching $1.74 billion in early 2026. Major firms like BlackRock and Grayscale predict an "institutional era" for Ethereum. 3. **Technical Upgrades**: The Pectra and Fusaka upgrades in 2025 laid the groundwork for Ethereum’s evolution into a global settlement layer. Key improvements include increased validator staking limits, enhanced blob capacity, and PeerDAS for scalable data availability. Future upgrades like Glamsterdam aim to boost Layer 1 TPS beyond 12,000 and improve MEV capture. 4. **RWA Dominance**: Ethereum leads in real-world asset (RWA) tokenization with a 65.5% market share and $12.5 billion TVL. Traditional finance giants like BlackRock and JPMorgan are tokenizing assets on Ethereum, with the RWA market expected to grow 10x in 2026. Stablecoin dominance (62% of circulation) and increasing B2B payment adoption further solidify its infrastructure role. In summary, Ethereum is positioned for a potential breakout in 2026, driven by institutional demand, technical advancements, and its dominant role in RWA tokenization.

marsbit01/07 11:11

From Technology to Institutions: Analyzing the Four Core Turning Points of Ethereum in 2026

marsbit01/07 11:11

Ethereum Overlooked by Wall Street

Ethereum experienced a significant "fundamental vs. price divergence" in 2025. Despite achieving major technical upgrades like Pectra and Fusaka, which enhanced scalability, and seeing explosive Layer 2 growth with Base chain's success, ETH's price dropped nearly 40% from its all-time high of $4900 to around $2900. A key reason was the Dencun upgrade (EIP-4844), which drastically reduced L2 transaction costs but collapsed fee revenue and ETH burning. This ended Ethereum's deflationary "ultrasound money" narrative, turning it into a mildly inflationary asset. While L2s like Base generated substantial revenue, they were seen as both a threat to L1 value capture and a source of long-term monetary premium for ETH. Ethereum faced intense competition, losing ground in areas like PayFi and DePIN to Solana, but maintained dominance in RWA (e.g., BlackRock's $2B BUIDL fund) and stablecoins. Wall Street remained cautious, with ETH ETF inflows ($9.8B) lagging behind Bitcoin's ($21.8B) due to the exclusion of staking rewards, making it less attractive as a yield-bearing asset. Potential catalysts for a turnaround include: the approval of staking-enabled ETFs, RWA expansion, a future surge in Blob demand, improved L2 interoperability, and upcoming upgrades like Glamsterdam and Verkle Trees aimed at enhancing scalability and decentralization. Ethereum is undergoing a painful transition from a retail-friendly platform to global financial infrastructure, sacrificing short-term gains for long-term, institutional-grade scalability and security.

marsbit01/02 08:28

Ethereum Overlooked by Wall Street

marsbit01/02 08:28

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