2026-01-12 13:53:30

Recently, institutional analysis pointed out that Ethereum's absolute dominance in stablecoins, RWA (real-world assets on the chain), and the DeFi ecosystem, combined with continuous network throughput optimization, is expected to become the core driving force behind ETH's relative outperformance compared to Bitcoin.

Specifically, this institution predicts that the ETH/BTC ratio could re-approach the 0.08 level—its high point in 2021—indicating strong confidence in Ethereum's competitiveness. Interestingly, they also adjusted their short-term outlook: the 2026 ETH price target was lowered from a higher previous level to $7,500, reflecting a realistic view of market cycles.

However, from a long-term perspective, the institution's attitude is even more optimistic. They significantly raised their 2029 price target, sending a clear signal—that Ethereum's narrative is not about short-term fluctuations, but about the fundamental strength of its ecosystem. The landing of stablecoin networks, RWA track developments, and the deepening of DeFi liquidity are all solidifying Ethereum's position as a settlement layer.

ETH7,95%

BTC4,94%

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BankruptcyArtist

· 01-12 14:23

0.08 sounds pretty good, but I'm more concerned about whether it can really be implemented... RWA still feels like just talk. The institution's downward adjustment of the 2026 target actually makes it seem more credible, not just hype. Wait, how much did they raise the 2029 target? Now that's the real core. I believe in stablecoins, and DeFi liquidity is also deepening, but I don't know when we'll see an ecological explosion. Rather than listening to stories, it's better to wait for Rollup to truly maximize throughput, and that will naturally be reflected in the price.

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PumpStrategist

· 01-12 14:23

0.08 is just a fantasy memory from 2021. Short-term drop to 7500, long-term still expected to rise, a typical "eat and break the pot" type prediction [laugh] RWA implementation? DeFi deepening? No matter how good the talk, it still depends on trading volume. Bitcoin's chip distribution shows clear bottom-fishing signals, but you only focus on Ethereum's "absolute dominance," who can escape this wave of market movement is still uncertain. The pattern has formed, but the sentiment is overheated. It's advised not to be brainwashed by the long-term stories of institutions. Stablecoin wars, RWA concepts—basically trying to raise narratives to free themselves. I don't oppose the fundamentals; I just want to see when the market sentiment indicators will top out. This logic is interesting—short-term pessimism, long-term optimism. Short-term traders are probably going to get trapped again. From a probabilistic strategy perspective, it still depends on the support strength of technicals. Can 7500 really hold? That’s the real question. Don’t just focus on the sky-high dream of 2029; the risk release is still far away.

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MEVSupportGroup

· 01-12 14:18

0.08? Dreaming, BTC moat isn't that easy to break --- Short-term price drop followed by long-term increase, I know this routine well, first kill the shorts then boost the long-term narrative --- RWA, stablecoins, DeFi... sound good, but the real money is still made by those MEV bots --- $7500? A bit below my psychological price, but not unacceptable --- What was 0.08 in 2021? That was a long time ago, the market has changed now --- No matter how good the fundamentals sound, it's still code. Can code lie? --- Both narratives and fundamentals, this generation of institutions really knows how to tell stories --- Instead of watching ETH/BTC, better check how many zeros are left in your wallet --- Stablecoins will eventually become a regulatory risk, don't be too optimistic --- 2029, huh? By then, ETH might have already been replaced by some L2

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GetRichLeek

· 01-12 13:53

Wait, 0.08? I was catching the top during that wave in 2021, and now it's happening again? The institutions are talking nicely, but they just want us to keep catching the bag... But to be fair, there's no obvious problem with stablecoins + RWA; the on-chain data is right there. I just don't know when the whales will dump the market again.

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