#数字资产市场动态 $ETH $BNB $DOGE

Recently, there has been an interesting phenomenon on the blockchain: on one side, leading institutions are making large-scale staking operations, while on the other side, project teams are strategically adjusting their positions. These seemingly contradictory actions actually hint at a bigger story behind the scenes.

This morning, a project team experienced a $100 million un-staking event, while an institution invested a whopping $220 million. The hedging between these two forces reminds us of a recent roadmap released by CEO Joseph Chalom—the title of which is "Next Phase Growth of Ethereum by 2026."

According to this plan, there are three key directions supporting growth:

**Stablecoin Ecosystem**—target scale to reach $500 billion. This is not just about upgrading trading tools but also about solidifying the on-chain economic infrastructure.

**RWA (Real-World Asset) Boom**—expected to reach $300 billion. Traditional financial assets like bonds and real estate are starting to be tokenized on a large scale, indicating genuine institutional capital entering the space.

**Sovereign Wealth Fund Participation**—this marks a qualitative shift in the ecosystem. Once these giant players enter, the amount of held tokens and tokenized assets are expected to increase by 5 to 10 times.

From this perspective, the institutional actions this morning and the project team’s rebalancing seem more like reconfiguring chips for the big picture three years down the line. Coupled with the continued rise of new sectors like on-chain AI and prediction markets, the overall narrative of the ecosystem is indeed shifting—from retail-driven to institution-led.

What do you think about this growth logic toward 2026? Share your thoughts in the comments.