2026-01-13 12:20:31

#密码资产动态追踪 A recent analysis report on ETH released by a leading institution is really quite interesting. They directly set a label for 2026, saying it will be a key year for the Ethereum ecosystem.

The predicted numbers are quite bold: ETH could reach $8,500 by the end of the year, and the target for 2030 is even $40,000. Even more outrageous, they also said ETH will completely outperform the entire crypto market, and the ETH/BTC exchange rate will return to the 0.08 level seen during the 2021 bull market.

What is the reason for such a bold statement? The core logic boils down to three points:

First, the global stablecoin ecosystem is expanding rapidly, and infrastructure is becoming more and more mature.

Second, tokenized assets (RWA) are no longer just on paper; they are truly starting to operate on-chain.

Third, institutional-level players are finally able to see a clear regulatory framework, no more guesswork.

With these three dimensions working together, such predictions can indeed be supported. At least, the potential of ETH's ecosystem and policy benefits are taken into account, and the logical chain still makes sense.

ETH-0,78%

BTC-1,16%

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GasFeeCry

· 2h ago

8500 is indeed crazy, but RWA is really moving. Only when the regulatory framework is clear will this be reliable.

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PumpDetector

· 4h ago

lmao 8500 by eoy? nah they're just reading the same tea leaves as everyone else tbh. the RWA thesis is solid but let's be real, institutions said that about ETH in 2021 too and... yeah. we know how that played out. worth watching the stablecoin flows tho, that part actually moves needles. not financial advice but the 0.08 ETH/BTC call is where i start getting suspicious of their "research"

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gas_fee_therapy

· 01-14 22:53

$8500? Think too much, buddy. The bear market isn't over yet. Wait, RWA is indeed moving, I agree with that. Is the regulatory framework clear? Ha, some countries are still playing tai chi. Again 2026, again $40,000... Institutions just love to make big promises, huh? The idea of stablecoin expansion is okay, but ETH crushing the entire market? Bitcoin would laugh if it heard that. Will history really repeat itself? It depends on how Bitcoin spot ETF plays out. It sounds pretty good, but there's always a huge gap between prediction and reality. Not to discourage, but I've seen too many reports like this, and they all end up dissipating.

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OnchainGossiper

· 01-13 12:50

8500? It’s about time we hit this price, but the question is whether it can stay stable. --- I believe in the RWA on-chain activity, but how did the logic jump straight to 40,000... --- Here we go again, they hyped it up the same way last year, and what was the result? --- Stablecoin expansion is indeed reliable, but I’d have to give a discount to any institution claiming to crush BTC. --- Is the regulatory framework clear? Uh... let’s talk about that later. --- Why does ETH/BTC have to return to 0.08? That’s even more ridiculous than the predicted price. --- The first two reasons among the three are okay, but the third—clear regulatory framework? Are you kidding me? --- I just want to know how accurate this institution’s previous predictions were. Anyway, I don’t believe them. --- Every year someone says this year is the key year. Wake up, everyone. --- I believe in the ecosystem’s potential, but exaggerating expectations is something they do every year.

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FrogInTheWell

· 01-13 12:50

8500? Dreaming, right? These people just love to paint cakes. Wait, is RWA really getting to work? I need to pay attention to this. 2026 is a critical year, sounds so convincing... but the logic does have some credibility. Once again, ETH crushing the entire market. Can we stop with this tired rhetoric? The expansion of stablecoins is reliable; the key is the implementation of regulatory frameworks. 0.08 is that number... probably for incentivizing newcomers.

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MetaverseVagabond

· 01-13 12:45

$8,500? Man, you're really daring to think that way. RWA is indeed moving, but I still have some doubts about it crushing BTC. I didn't say BTC isn't good this time; it's just that the logic for ETH in this cycle is clearer. I agree with the factor of stablecoin expansion, but has the regulatory framework really become clear? It still feels like a test.

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LiquidityLarry

· 01-13 12:45

$8500? Bro, I think you calculated it wrong. That number is way too conservative. It's the same RWA story, I've heard it too many times. The ones truly on-chain and running are still just trash. Regulatory framework clear? Why am I still waiting? Different countries' attitudes are like a roller coaster. But on the other hand, stablecoins are really moving, and the logic makes sense. $40,000 by 2030? I'm only waiting for one thing—whether it will really be achievable by then.

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SigmaBrain

· 01-13 12:39

$8,500 by the end of the year? Let's first ask BTC if it agrees or not before saying anything.

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GateUser-5854de8b

· 01-13 12:37

$8,500 before the end of the year? Sure, keep dreaming.

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