Macro fears mask Ethereum’s momentum, SharpLink CEO says

Joseph Chalom, CEO of SharpLink and former BlackRock Head of Digital Assets Strategy, asserts that current macroeconomic uncertainty is obscuring a significant institutional pivot toward using Ethereum for global asset tokenization, despite price stagnation. He projects a tenfold surge in Ethereum activity by 2026, driven by BlackRock's conviction in Ethereum as the "toll road" for tokenized assets, Ethereum's dominance in hosting stablecoins and tokenized assets (over 65%), and high-value projects prioritizing its security record. Chalom attributes current price flatness to long-term holders selling due to quantum computing fears and speculative capital rotating into commodities like silver. Looking ahead, he anticipates AI and autonomous agents transforming Ethereum into a machine economy via protocols like ERC-8004, while the Ethereum Foundation works on quantum-resistant infrastructure. Furthermore, SharpLink is pioneering institutional DeFi adoption by deploying $170 million of treasury assets into a restaking strategy secured by Anchorage custody.

(Source：CoinDesk)