ETH Research Report and 2026 Outlook Prediction
I. Key Research Highlights
• Technical Upgrade: The Glamsterdam upgrade in 2026 will enable L1 TPS to exceed 12,000, Layer2 fees reduced by 40%-90%, strengthening performance and cost advantages.
• Staking and Supply: Total staked 35.5 million ETH (28.91% of circulating supply), exit queue cleared, entry queue reached 900,000–1 million ETH, selling pressure eliminated, token lock-up increased, institutional accumulation continues.
• Ecosystem Surge: RWA scale could increase 10-fold, DeFi locked value may surpass $1 trillion, low-cost Layer2 attracting migration of traditional applications, expanding on-chain demand.
• Institutional Recognition: JPMorgan, BlackRock, and others have adopted ETH as the default platform for RWA, with stablecoins and asset tokenization driving value revaluation.