BlackRock's 2026 thematic outlook positions Ethereum as a central financial infrastructure rather than a speculative asset. The report presents the network as a possible "toll road" for tokenized assets—capturing value through issuance, settlement, and transaction fees as real-world assets move on-chain. For investors, the central question is whether the growth of tokenization activity can translate into sustainable economic demand for ETH.
The article BlackRock sees Ethereum as infrastructure, but rollups blur its yield first appeared on Cointribune.
