Financial giant Bernstein named Ethereum as the main driver of blockchain innovation

Bernstein analysts said that the Ethereum blockchain is becoming the basis for a new wave of financial innovation. In their opinion, tokenization of assets and the growth of stablecoins are native scenarios implemented on the basis of the ETH network.

Experts emphasized that although Bitcoin remains the key asset for investors, interest in Ethereum is growing rapidly. In particular, over the past 20 days, $815 million has flowed into the Ethereum-ETF, and net inflows have reached $658 million since the beginning of the year.

The success of the bitcoin-ETF does not detract from the importance of ETH, given the difference in asset capitalization. Ethereum plays a unique role as a decentralized computer, which makes it indispensable in infrastructure projects, Bernstein believes.

Analysts attribute the growing interest in Ethereum to the actions of such players as Coinbase, Robinhood and Kraken. They are introducing blockchain-based solutions, from payments in stablecoins to trading in tokenized shares.

It is also noted that the major payment systems – Visa, Mastercard and Stripe – are already building a stablecoin strategy. This strengthens the link between real-world businesses and public blockchains like Ethereum.

Experts have concluded: public networks and their native tokens are becoming the foundation for digital finance. The success of Ethereum in the institutional environment confirms – the market has entered the phase of mature blockchain integration.