Ether’s value efficiency left many traders pissed off final cycle. Whereas different property captured consideration with sooner rallies, ETH has struggled to maintain tempo, elevating questions on whether or not Ether is dropping relevance or just being misunderstood.
In a current interview with Cointelegraph, Vivek Raman, CEO of Etherealize, an Ethereum-focused advisory agency, supplied a really totally different perspective. Somewhat than specializing in short-term value motion, Raman pointed to a rising hole between market sentiment and Ether’s (ETH) underlying fundamentals, which he says could form how some traders and establishments assess Ethereum in 2026.
Raman argued that Ethereum stays dominant in areas he says are most related to institutional adoption. At the moment, the Ethereum community and its layer-2 chains host nearly all of stablecoin exercise, based on business knowledge, inside a market that exceeds $300 billion globally. Ethereum can be the main community for tokenized real-world property, with data displaying it accounts for greater than 90% of all tokenized property onchain.
The interview additionally examined how conventional finance is shifting from experimentation to real-world deployment. A number of massive monetary corporations, together with JPMorgan Chase and Constancy, have experimented with tokenized merchandise linked to Ethereum-based infrastructure, although adoption stays restricted. Raman argues that this shift has solely just lately turn into doable as a result of better regulatory readability, significantly in the USA.
Somewhat than providing a easy value forecast, Raman laid out a forward-looking framework linking the expansion of stablecoins, tokenization and Ethereum’s position as impartial monetary infrastructure. Whereas nonetheless early, he says these structural tendencies may ultimately immediate the market to reassess how ETH is valued.
The dialog challenges viewers to look past near-term value volatility and think about whether or not Ethereum’s current underperformance could also be obscuring what Raman views as a longer-term structural shift
To listen to Raman’s outlook for 2026, watch the complete interview on the Cointelegraph YouTube channel.
Associated: Efforts to bulletproof Ethereum are paying off in user metrics
This interview has been edited and condensed for readability.
