A $1.3 billion tokenization pilot just ran on Ethereum using a yen stablecoin for instant settlement between major financial institutions. On the same day, a new non-profit called Ethereum Institutional launched, funded by BitMine and Consensys, specifically to guide banks and asset managers into the Ethereum ecosystem.
$ETH is sitting at $1,920 this morning. That is 64% below its all-time high of $4,953 reached in August 2025.
Here is the disconnect that is hard to ignore. A $1.3 billion institutional pilot running on Ethereum. A dedicated institution guiding banks into ETH. Fundstrat's Sean Farrell calling ETH "one of the more attractive ways to express a crypto recovery view." And the price is still sitting 64% below its peak while all of this is happening.
The technology is being used at scale. The institutions are arriving. The infrastructure is being built in real time.
The price just hasn't followed yet.
Is ETH the biggest disconnect between fundamentals and price in crypto right now or is there something the bulls are missing? 👇
#ETH #Ethereum #CryptoMarket #RWA #BinanceSquare
$ETH is sitting at $1,920 this morning. That is 64% below its all-time high of $4,953 reached in August 2025.
Here is the disconnect that is hard to ignore. A $1.3 billion institutional pilot running on Ethereum. A dedicated institution guiding banks into ETH. Fundstrat's Sean Farrell calling ETH "one of the more attractive ways to express a crypto recovery view." And the price is still sitting 64% below its peak while all of this is happening.
The technology is being used at scale. The institutions are arriving. The infrastructure is being built in real time.
The price just hasn't followed yet.
Is ETH the biggest disconnect between fundamentals and price in crypto right now or is there something the bulls are missing? 👇
#ETH #Ethereum #CryptoMarket #RWA #BinanceSquare