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BlackRock Frames Ethereum as Tokenization Infrastructure, but Rollups Blur ETH s Payoff
BlackRock s 2026 Thematic Outlook positions Ethereum as core financial infrastructure rather than a speculative asset. The report frames the network as a potential "toll road" for tokenized assets-capturing value through issuance, settlement, and transaction fees as real-world assets move onchain. For investors, the central question is whether growth in tokenization activity can translate into durable economic demand for ETH.$ETH
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