Vivek Raman on Why Ethereum Wins the Institutional Race

Ethereum hits an institutional inflection — tokenization, stablecoins, rollups and ZK tech align to rerate ETH and unlock massive DeFi and enterprise value.

Key Takeaways

Ethereum is becoming the default platform for tokenized assets and stablecoins; institutional projects (BlackRock, Apollo) will drive TVL, fee revenue, and long-term adoption.
ETH is re-pricing toward an institutional store-of-value and neutral collateral; ETFs, allocations, and on-chain custody will increase demand, though value capture needs mechanisms beyond fee burn.
DeFi applications (Uniswap, Aave, Morpho) will capture outsized value as tokenized capital flows on-chain; expect protocol revenue and valuations to rise materially.
Layer-2 rollups and ZK proofs are central to scaling Ethereum for consumers and institutions; prioritize ZK privacy layers, rollup economics, and developer onboarding.
Enterprises should adopt Ethereum strategies now: tokenize treasuries/equities, replace spreadsheets with real-time on-chain databases, and shave settlement/back-office costs.
Regulatory engagement matters: Clarity Act would accelerate tokenization but adoption proceeds regardless; industry must press for open base layers, retail access, and clear ZK/privacy guidance.

Original Source

Visit Source