BlackRock stellt Ethereum als Tokenisierungsinfrastruktur dar, aber Rollups verschleiern den Gewinn der ETH

tldr; BlackRock’s 2026 Thematic Outlook positions Ethereum as a core financial infrastructure for tokenized assets, emphasizing its role as a settlement layer rather than focusing on speculative value. The report highlights Ethereum’s dominance, with over 65% of tokenized assets currently residing on the network. However, it notes that growth in tokenization does not directly correlate with ETH price performance due to multi-chain adoption and rollup activity. BlackRock stresses the importance of settlement paths and organic demand over raw transaction volumes for Ethereum’s future role.

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