Ethereum is no longer just “techy Bitcoin.”
According to Bernstein, ETH has reached a critical inflection point — the place where speculation turns into infrastructure.
📈 Institutional capital is shifting.
Bernstein sees Bitcoin hitting $200K this cycle — but that’s just the tip.
The real focus is on Ethereum’s dominance in stablecoins and asset tokenization.
Why ETH?
Because real financial use cases are already live on Ethereum:
— $150B+ in stablecoins
— RWA tokenization (bonds, treasuries, real estate)
— On-chain settlement infrastructure
ETH ETFs were just the beginning. Bernstein notes a paradigm shift:
Wall Street isn’t just buying ETH — It’s building on it.
Ethereum is becoming what Bitcoin never could:
🟢 Programmable
🟢 Scalable
🟢 Financially composable
The rails for the next trillion in on-chain finance are already here.
But there’s a catch.
$ETH must survive:
— Regulatory shifts
— Competition from L2s
— US elections
— Network congestion
We’re at the turning point.
Bernstein’s take is clear:
This is no longer about meme coins or hype.
It’s about infrastructure, capital, and policy.
And Ethereum is where the big bets are being made.
Ethereum is no longer just a bet.
It’s the platform for the next wave of global finance.
If you’re watching only BTC, you’re missing half the story.
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