Ethereum welcomes the "NVIDIA moment"? How the institutional asset tokenization wave will reshape ETH value

【Blockchain Rhythm】Ethereum is evolving into an institution-grade, secure, and reliable choice. According to the latest industry analyst forecasts, 2026 will be the year of explosive growth for the Ethereum ecosystem.

Data shows that the tokenized asset market is expected to grow fivefold, reaching a scale of $100 billion; the stablecoin sector is also expanding, projected to grow fivefold to $1.5 trillion. Behind these growths is the enhanced capacity of ETH as a foundational asset.

The most notable prediction is: ETH price will increase fivefold to $15,000, with a market cap surging to $2 trillion. This size is comparable to Bitcoin’s current market cap. Why such a judgment? Analysts believe ETH is entering its “Nvidia moment”—similar to Nvidia’s position in the AI wave, ETH will become the core asset driving blockchain technology growth.

This is not just theoretical. In reality, institutions like JPMorgan, Fidelity, Apollo, BlackRock, Amundi, BNY Mellon, and Baillie Gifford have already begun deploying tokenized products directly on Ethereum. The simultaneous growth in user base, locked assets, ecosystem applications, Layer 2 solutions, and on-chain transaction volume is providing solid support for this narrative.

From a certain perspective, all these values will ultimately be settled through ETH—it is evolving from a simple medium of exchange into a store of value alongside BTC, and the explosion of tokenized assets will be the key catalyst for this transformation.