.@ethereum leads the RWA market with $16.55B — nearly 3x BNB Chain. Top 10 Chains by RWA Market Cap 🥇 Ethereum — $16.55B 🥈 BNB Chain — $5.68B 🥉 Solana — $4.4B 🔸 Stellar — $3.36B 🔸 Avalanche — $1.77B 🔸 Liquid Network — $1.6B 🔸 Arbitrum — $1.04B 🔸 ZKsync — $968.8M 🔸 Polygon — $507.3M 🔸 XRP Ledger — $503.9M

ETH is Taking a Much Bigger Role in Bank Crypto Exposure According to the latest Basel Committee data for H2 2025, BTC’s share of bank crypto exposure in the Americas fell from 75.8% to 44.2%. Meanwhile, ethereum:native surged to 38.5%. SOL and XRP accounted for 7.8% and 5.6%. The bigger signal is the shift in institutional composition. BTC still leads, but ethereum:native is no longer a small allocation within banks’ crypto exposure. At 38.5%, it is now nearly as large as BTC in the Americas. For Ethereum, this matters because institutional adoption is increasingly extending beyond ETH as an asset. Banks are gaining exposure to an ecosystem built around: • Smart contracts and programmable finance • Stablecoins and tokenized assets • Ethereum-based financial infrastructure • ETH as the native asset of a proof-of-stake network The data covers H2 2025, but the direction is notable: Ethereum is becoming a much larger part of how traditional financial institutions approach crypto. ETH isn’t just competing for capital with BTC. It is increasingly becoming part of the infrastructure institutions are gaining exposure to.

.@ethereum dominates ecosystem assets staked. $41.2B is currently staked across Ethereum’s ecosystem, far ahead of Solana at $1.9B. 🥇Ethereum: $41.2B 🥈Solana: $1.9B 🥉Avalanche: $239.1M 🔹Base: $3.2M 🔹BNB Chain: $2.2M 🔹Gnosis: $1.7M 🔹Arbitrum: $1.4M 🔹XDC Network: $236K

Vitalik: Ethereum is Becoming More Than a Blockchain Speaking at the 2026 Shanghai Blockchain International Week, Ethereum co-founder Vitalik Buterin shared a broader vision for where Ethereum is heading. His main point: Ethereum is evolving from a blockchain that executes everything into a global system focused on computation, privacy and verification. Here are the key ideas: 1/ ZK is becoming the foundation → Instead of every node doing the same computation, users or other systems can do the work and generate a proof. Ethereum only needs to verify that proof. 2/ Privacy becomes programmable → Vitalik said blockchain is moving beyond simply answering “Who can send what?” The next question is “Who can see what?” This means applications could control which information is visible without exposing everything publicly. 3/ Scaling through proofs → Complex computations can be split, processed in parallel and compressed into proofs before being verified on Ethereum. This could allow much more computation without putting all of it directly on-chain. 4/ Ethereum becomes a full pipeline → Vitalik described a future involving user devices, private transaction pools, multiple participants, block construction, L2s and finally Ethereum for verification. Ethereum does not need to perform every step itself. 5/ AI changes development → AI can help developers write, test and formally verify increasingly complex cryptographic systems. Vitalik believes this can make advanced Ethereum infrastructure both faster to build and more secure. 6/ Quantum resistance matters → Ethereum is also moving toward quantum-safe cryptography, with STARK-based systems playing an important role in the longer-term roadmap. Ethereum's future may not simply be about making the L1 faster. It is about building a trust layer where computation can happen anywhere, privacy can be programmed, and complex results can be mathematically proven and verified on-chain.

Top DApps by TVL Growth Last 7D 📊 ▫️@humafinance : 48.5% ▫️@StargateFinance : 40.7% ▫️@zama : 36.3% ▫️@VesperFi : 22.8% ▫️@SentoraHQ : 21.7% ▫️@eulerfinance : 17.3% ▫️@LidoFinance : 15.8% ▫️@UNCX_token : 15.7% ▫️@Dolomite_io : 15.3% ▫️@staderlabs : 15.1%

Multicoin Capital Co-Founder Says $SOL Will Flip ethereum:native. But Ethereum Has What Solana Can’t Easily Replace His thesis: Solana is winning on speed, trading activity and user adoption, while more developers and companies could choose Solana as the easier, more powerful execution layer. But there’s another side to the debate. Solana is clearly winning in speed, trading activity and consumer-facing apps. But network fees alone don't tell the full story of value capture. Ethereum still has several major advantages: • DeFi liquidity → Ethereum remains the largest DeFi ecosystem, with ~$54B in L1 TVL and roughly $146B in stablecoins onchain. • Capital depth → Ethereum's DeFi infrastructure supports some of crypto's deepest lending, stablecoin, derivatives and collateral markets. • L2 ecosystem → Ethereum isn't competing only as a single chain. Base, Arbitrum, Optimism and other L2s extend Ethereum's execution layer while settling to Ethereum. • Stablecoin dominance → Ethereum still holds a massive stablecoin base, giving it a critical role as a settlement and collateral layer across DeFi. • Institutional infrastructure → Custody, tokenized assets, staking, ETFs and institutional DeFi have developed around Ethereum for years, creating network effects that are difficult to reproduce overnight. That's why the debate isn't simply "Which chain has more activity?" It's "Which network captures the most economic value from the entire crypto stack?" Solana is rapidly closing the gap in execution and user activity. But Ethereum still has the capital, liquidity, stablecoins, DeFi infrastructure and settlement network that make it the biggest DeFi base today. For $SOL to flip ethereum:native, it likely needs to do more than win users. It needs to replace Ethereum's role as crypto's deepest financial settlement layer.

Top Ethereum Tokens Unlocking This Week 📊 ▫️H | @Humanityprot ▫️SOSO | @SoSoValueCrypto ▫️BIGTIME | @playbigtime ▫️MBG | @multibank_io ▫️ALT | @alt_layer ▫️SAHARA | @SaharaAI ▫️NIL | @nillion ▫️VENOM | @VenomFoundation ▫️AVAIL | @AvailProject ▫️AURORA | @auroraisnear

Big Banks See Something in Ethereum Retail Is Missing Most retail investors look at Ethereum through one lens: ethereum:native = a crypto asset. But institutions are increasingly exploring Ethereum for something much bigger: financial infrastructure. Banks and major financial firms are experimenting with Ethereum-based infrastructure for tokenized deposits, funds, securities and other financial products. The bigger thesis isn’t simply about ETH going up. It’s about Ethereum becoming a settlement layer where financial assets can be issued, transferred and settled programmatically. And there’s an important problem: Institutions don’t want all of their financial activity exposed on a public blockchain. That’s where privacy infrastructure becomes critical. Layer-2s, zero-knowledge proofs and permissioned environments can allow institutions to use Ethereum’s security and ecosystem while keeping sensitive transaction data private. This creates a powerful model: Ethereum provides the settlement foundation. L2s and privacy systems provide the flexibility institutions need. Retail often watches the ETH price. Institutions are looking at what Ethereum could become underneath the financial system. That difference in perspective may be one of the most important things to understand about Ethereum.

🚨HUGE: ETH Breaks $2,700 for the First Time Since January

📊 Ethereum ETF Netflow Update - Sep 18, 2026 Total net inflows reach 58.74K ETH. Led by: ▫️ ETHA (BlackRock) : +46.72K ▫️ FETH (Fidelity) : +10.71K ▫️ ETHV (VanEck) : +776.67 ▫️ ETHW (Bitwise): +531.41

Vitalik Doubles Down on Ethereum Privacy When asked whether there is still room for privacy development, Ethereum co-founder Vitalik Buterin made his position clear: “I will not give up on privacy; instead, I will further strengthen it.” And this aligns with Ethereum’s broader roadmap. Privacy is becoming one of Ethereum’s key priorities alongside: → Quantum security → Native Rollups → Scalable infrastructure Why does privacy matter? Because public blockchains expose transaction activity by default. As Ethereum becomes more widely used by individuals, businesses and institutions, users need ways to protect sensitive information such as balances, transaction history and financial activity without giving up the benefits of on-chain verification. Privacy isn’t becoming less important as Ethereum grows. It’s becoming more important. Ethereum’s next phase isn’t just about processing more transactions. It’s also about making on-chain activity safer, more private and more usable at scale.

Ethereum L2s are showing a clear gap in fees paid to Ethereum. Over the last 7D, Robinhood Chain ranks #2 with $5.45K in fees paid to Ethereum. Top L2s by Fees Paid to Ethereum Last 7D: ▫️@aztecnetwork - $11.92K ▫️@RobinhoodCrypto - $5.45K ▫️@base - $2.36K ▫️@Lighter_xyz - $2.12K ▫️@SX_Network - $893.4 ▫️@world_chain_ - $805.1 ▫️@grvt_io - $798.4 ▫️@taikoxyz - $789.4

Tokenization has been the only narrative kept building through the 2026 market drawdown: Tokenized RWAs: - $24.6B → $32.1B - +30.5% in seven months Stocks, bonds, commodities and private credit are increasingly moving onchain. Tokenization report from BlockchainHub 👇 blockchainhub.net/tokenizati…

BlackRock has accumulated ~$1.57B in ETH over the past 20 days According to Arkham: • ~$1.27B through ETHA • ~$296.5M through ETHB • ~$1.57B combined • ETHB saw zero outflow days during the period That puts BlackRock’s average accumulation at roughly $78–80M per day. This is strong buying, but it’s not @BlackRock fastest ethereum:native accumulation pace. Back in July 2025, ETHA was pulling in roughly $190M+ per day during a major inflow streak. Even more extreme, ETHA attracted ~$1.66B in just three days from Aug. 11–14, 2025, including a record ~$640M single-day inflow. More recently, ETHA added ~$1.02B across 9 trading days from Aug. 17–28, 2026, averaging around $113M/day. So the current $78–80M/day pace is slower than BlackRock’s biggest accumulation bursts, but the consistency is still notable. Especially with ETHB recording no outflow days. BlackRock may not be buying ETH at its fastest-ever pace, but $1.5B+ accumulated in 20 days shows institutional demand remains significant.

⚡️Ethereum continues to cement its dominance as the ultimate PoS powerhouse, securing an astonishing $104B+ in staked value — more than double the rest of the field combined. 👑 Secured Staked Value Across Chains: 🥇@ethereum: $104B 🥈@solana : $43.2B 🥉@BNBCHAIN : $18.1B 🔹@SuiNetwork : $4.8B 🔹@Cardano_CF : $4.4B 🔹@NEARProtocol : $1.4B 🔹@Polkadot : $859M 🔹@cosmoshub : $603.3M 🔹@celestia : $202.7M 🔹@Algorand : $195.8M

Joe Chalom’s point is exactly why I’m still bullish on the bigger ETH thesis. CLARITY failing to advance is disappointing. It delays the regulatory framework crypto needs, especially around market structure, token classification, and how U.S. venues operate. But I see this as a delay, not a reversal. The infrastructure Joe is talking about is already being built: • Stablecoins are becoming the money layer • RWAs are moving onchain • DeFi is becoming the execution layer • Ethereum is already one of the main settlement layers connecting them So yes, CLARITY matters. Clearer regulation could accelerate Ethereum’s growth and make it easier for institutions to participate. But without CLARITY, the underlying growth doesn’t simply disappear. The infrastructure is already being built, capital is already moving onchain, and adoption is still developing. Regulatory clarity can accelerate the ETH thesis. It doesn’t determine whether the thesis exists.

Ethereum dominates tokenized commodities transfer volume. 🌐 With $859.9M transferred over the past 7 days, @ethereum leads all tracked chains by a wide margin. Followed by 👇 @BNBCHAIN : $89.8M @solana : $54.8M @monad_xyz : $51.6M @PlasmaFDN : $22.7M @SuiNetwork : $8.6M @HyperliquidX : $5.5M @arbitrum : $3.7M @Celo : $941.9K @XLayerOfficial : $257.3K

🚨JUST IN: Deutsche Bank is bringing ETH deeper into traditional finance The bank plans to launch a regulated digital-asset custody service for institutional and corporate clients in Europe later this year, subject to regulatory requirements. And ethereum:native is one of the assets supported at launch, alongside Bitcoin and selected stablecoins including USDC and EURC. The important part isn't simply that Deutsche Bank will custody ETH. It's who gets access. Asset managers, hedge funds, brokers, custodians, corporates and other institutional clients will be able to use Deutsche Bank to hold and transfer digital assets without building their own wallet and private-key infrastructure. That removes one of the biggest barriers to institutional crypto adoption: “Where do we safely hold the assets?” For , this matters even more because Ethereum is becoming infrastructure for stablecoins, tokenized assets and other financial applications. Deutsche Bank has also highlighted the potential for tokenization to make assets and collateral more mobile, programmable and capable of near-real-time settlement. If more traditional financial institutions build regulated rails around ETH, crypto moves another step away from being a separate financial ecosystem and toward becoming part of the existing financial system. Deutsche Bank isn't replacing traditional finance with crypto. It's building a bridge between the two. And ETH is one of the assets crossing that bridge.