2026-01-08 09:28:20

Recent market changes are quite interesting. The scale of RWA on the Ethereum chain has already reached $12.5 billion, and the circulation of stablecoins exceeds 62 billion. These two sectors account for over 60% of the entire market share. What does this mean? The process of digitalization in traditional finance is accelerating on this public chain.

More importantly, the movement of institutional funds. With the clarification of relevant policy frameworks, a large number of asset management institutions are beginning to reallocate their crypto assets. Data shows that the proportion of institutions holding Ethereum has now matched that of Bitcoin, and inflow volumes have doubled. This indicates that institutions are not just watching but actively taking action.

From the on-chain ecosystem perspective, the growth of RWA and the expansion of stablecoins demonstrate that the value of Ethereum as infrastructure is being redefined. Such changes in capital flow are often signals of market structure adjustments. For insightful investors, now may be the perfect time to review and optimize their allocations.

ETH0,66%

BTC-0,23%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
8
Repost
Share

Comment

0/400

DefiPlaybook

· 01-10 05:09

Institutions are really starting to get involved; this wave is different. RWA plus stablecoins account for 60%, indicating that Ethereum is no longer just a place for trading coins. The liquidity mining boom might be coming to an end. Wait, could this data be influenced by flash loans? Need to take a closer look. Matching Bitcoin in allocation? Then I need to recalculate my positions. Traditional finance is coming down, and gas fees will definitely continue to skyrocket [Dog Head]. Basically, institutions are bottom-fishing; should we retail investors follow or stay cautious? This might really be a signal of structural adjustment; we need to carefully analyze the situation.

View OriginalReply0

WalletInspector

· 01-08 21:58

Institutions are really moving, and this time it's not just talk. There's data now on ETH supporting traditional finance. Both RWA and stablecoins are taking off simultaneously, it feels like a big explosion is near. Allocating to break even with Bitcoin? Now that's the real signal, institutions are choosing to speak. Honestly, looking at this data makes me a bit nervous, afraid of missing the boat. Stablecoins with a circulation of 62 billion... just thinking about this scale is impressive. Why does it feel like ETH has suddenly become infrastructure overnight? I didn't see it this highly regarded before. Sorting out allocations sounds simple, but who the TM can accurately position themselves? The influx of institutions doubling their investments still depends on how long the policy framework remains stable. 125 billion RWA sounds like a lot, but accounting for 60% share... is this a good thing or an over-concentration? Visionary investors? I TM am just one of those without vision.

View OriginalReply0

LiquidationWatcher

· 01-08 09:57

Institutions are really starting to buy the dip, and the 12.5 billion RWA figure is just the beginning. ETH is truly different now, with stablecoins and RWA both taking off. If you miss this wave, you'll really regret it. Matching BTC in allocation? Damn, this is the key signal. What are you waiting for? Now is the time to go all in.

View OriginalReply0

ChainDetective

· 01-08 09:56

Institutions are really starting to buy the dip; if you don't follow now, you might regret it. This time, ETH is different. RWA + stablecoins directly account for 60%, indicating that traditional finance is really going on-chain. Doubled in growth, brother. These numbers are pretty impressive. I just want to know who will take over in the next wave... I've been watching this for a long time, just waiting for this signal. RWA surpassing 12.5 billion, this is truly an institutional-level event. The allocation ratio is leveling with BTC? ETH is about to rise, right?

View OriginalReply0

GateUser-e87b21ee

· 01-08 09:51

Institutions are starting to take ETH seriously, and this time it's different. RWA + stablecoins are driving the dual momentum, and it feels like real money is flowing in. This wave of Ethereum has some substance; can you believe it's on par with BTC in allocation? The doubling growth is not a small number. But we still need to see if it can stabilize later; it's too early to say we've bottomed out and are rebounding. 125 billion RWA is surging so aggressively; the acceptance speed of traditional finance exceeded expectations. Allocation is one thing, whether it rises or not still depends on market sentiment... don’t be too optimistic. The infrastructure positioning of ETH is becoming clearer, but retail investors should still be cautious. Large funds are moving, and that’s a signal. But small investors following the trend need to consider if their capital can withstand it. Over 62 billion in stablecoins—what does that mean? The entire ecosystem is settling in ETH. RWA has picked up, which means traditional finance is really taking root on the chain. No wonder institutions are so active. Talking about portfolio management, I realize I should check my holdings.

View OriginalReply0

just_another_wallet

· 01-08 09:49

Ethereum is truly different this time, with institutions pouring money in aggressively... Just RWA is already 12.5 billion, that number makes my scalp tingle. Wait, 62 billion in stablecoin circulation? It feels like the real main character has always been here. The allocation ratio has evened out with BTC? Haha, this must be a hint... institutions are finally not pretending anymore. I just want to ask, can this wave really continue, or is it just a prelude to another round of chopping the leeks... I don't care whether traditional finance goes on-chain or not; I just watch where the cash flow is flowing now, and it's clearly here in ETH. Visionary investors? I'm just a blind man, but I can also smell the scent of money. 125 billion RWA, why do I feel like this is just the beginning...

View OriginalReply0

CexIsBad

· 01-08 09:48

Institutions are really starting to move, and this time it's not just talk. The fundamentals of ETH are quietly becoming more solid. Honestly, the 62 billion in stablecoins is the real story; RWA is just the beginning. Wait, inflow doubled? Then why hasn't the price gone up yet? That's a bit strange. I'm not chasing those new coins anymore; I'm just looking at the institutional allocation ratios of ETH and Bitcoin. What does this data indicate? This wave is different from the previous ones; we should have realized it earlier. Traditional finance is engaging with on-chain activity, large stablecoin flows... hmm, it's time to adjust positions. After RWA gains momentum, the real opportunities are just beginning. Basically, institutions are quietly building positions, and the price is just sleeping.

View OriginalReply0