What could affect the price of ETH?

Ethereum's price is caught between growing adoption and some risks within its system.

1. Tokenized Stocks on the Rise – FG Nexus, a Nasdaq-listed company, is now offering tokenized shares on Ethereum (positive sign)
2. Staking Challenges – If rewards drop, some individual stakers might leave (potential downside)
3. Preparing for Quantum Computing – A 10-year plan aims to protect Ethereum against future quantum threats (long-term positive)

Deep Dive

1. Corporate Tokenization Wave (Positive Impact)

Overview: FG Nexus is the first U.S. company to tokenize dividend-paying preferred stock (FGNXP) on Ethereum, using Securitize’s regulated platform. This follows big moves like BlackRock’s $4 billion tokenized fund and Robinhood’s stock tokens on Arbitrum. Currently, tokenized real-world assets on Ethereum total about $8 billion.

What this means: Each tokenized asset increases demand for Ethereum’s network (ETH) to process transactions securely. Citi estimates that if 5% of global stocks become tokenized, Ethereum’s price could reach $5,440 by late 2026 (Coindesk).

2. Staking Centralization Risk (Mixed Impact)

Overview: Ethereum’s staking rewards might drop from 3.6% to 2.1% due to proposed changes (Ethresear.ch). Models suggest individual stakers, who make up about 2.7% of the network, could leave first because of higher costs. This might increase the share of validators controlled by Lido, a large staking service, to over 54%.

What this means: While fewer new ETH tokens being created could make ETH scarcer and more valuable, relying too much on big staking services like Lido could raise regulatory concerns and make the network less decentralized.

3. Quantum Defense Timeline (Positive Impact)

Overview: Ethereum’s “Lean Plan” aims to upgrade its security to resist future quantum computers by 2030, using new cryptography methods called STARKs. Recent test networks showed speeds of 10,000 transactions per second with the Fusaka upgrade, expected to launch on the main Ethereum network in early 2026 (CoinMarketCap).

What this means: Big financial institutions like BBVA are already using Ethereum for around-the-clock settlements (Finance Magnates) and want it to be secure against future quantum threats. If successful, Ethereum could become the “T-bills of crypto,” meaning a trusted, stable asset in the crypto world.

Conclusion

Ethereum’s price will depend on how well it balances the benefits of growing institutional tokenization with the risks of staking becoming too centralized. The $4,300–$4,500 price range is key—breaking above it could push Ethereum toward Citi’s $5,440 target, while falling below might lead to a drop to $3,900.

Will Ethereum’s staking changes attract enough validators to keep the network decentralized as it grows?

What are people saying about ETH?

Ethereum’s price is swinging between excitement over potential gains and concerns about corrections. Here’s what’s happening right now:

1. ETF inflows reach $1 billion daily – big investors are buying in
2. Price retests all-time high (ATH) at $4,868 – analysts eye $6,000 next
3. Whales buy 1 million ETH – $4.17 billion worth purchased in August
4. Ethereum Foundation sells 10,000 ETH – raises worries about selling pressure

Deep Dive

1. @johnmorganFL: ETH Could Hit $6,000 Thanks to ETF Demand bullish

"ETH broke $4,180 as spot ETFs saw record inflows of $1 billion per day. Next targets: $6,000 by the end of the year, $9,000 long-term if momentum continues."
– @johnmorganFL (210K followers · 2.1M impressions · 2025-08-15 10:18 UTC)
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What this means: Positive outlook – consistent ETF buying reduces the amount of ETH available to trade and shows that big investors trust Ethereum as a solid asset.

2. @mkbijaksana: Warning Signs from Technical Indicators bearish

"Failed to break the ATH and bearish RSI divergence. $5,000 is a strong resistance level – expect a possible 15-20% price drop."
– @mkbijaksana (89K followers · 530K impressions · 2025-08-27 01:28 UTC)
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What this means: Negative outlook – technical signals suggest the price momentum is weakening, and the failed breakout could lead to profit-taking and a price pullback.

3. @Eliteonchain: Big Investors Buy Over 1 Million ETH bullish

"Whales and institutions purchased 1.035 million ETH (about $4.17 billion) at an average price of $3,546. Binance helped facilitate these over-the-counter deals through Wintermute."
– @Eliteonchain (312K followers · 1.8M impressions · 2025-08-09 02:47 UTC)
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What this means: Positive outlook – large investors accumulating ETH shows strong confidence in its long-term value.

4. @CobakOfficial: Ethereum Foundation Sells 10,000 ETH bearish

"The Ethereum Foundation sold 10,000 ETH to SharpLink Gaming at $2,572, which is 14% below the current market price. Could this lead to more selling pressure?"
– @CobakOfficial (180K followers · 950K impressions · 2025-07-11 09:00 UTC)
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What this means: Negative outlook – selling ETH at a discount by core developers might indicate caution or a need for cash, which could increase selling pressure.

Conclusion

The outlook for Ethereum is mixed. On one hand, strong institutional buying and whale accumulation suggest confidence and potential price growth. On the other hand, technical indicators and selling by the Ethereum Foundation raise caution. The $4,800 to $5,000 price range remains a key area to watch. Keep an eye on weekly ETF inflow data (source: Farside Investors) to see if demand stays strong. While Ethereum’s price could continue to rise, there’s still a risk of short-term pullbacks near all-time highs.

What is the latest news about ETH?

Ethereum is gaining momentum thanks to growing support from big institutions and new technology advances. Here are the key updates:

1. Stock Tokenization Milestone (October 2, 2025) – FG Nexus becomes the first Nasdaq company to tokenize its shares directly on Ethereum
2. Citi Raises ETH Price Forecast (October 2, 2025) – The bank predicts Ethereum could reach $5,440 within a year, driven by increased ETF investments
3. BBVA Offers 24/7 Ethereum Trading (October 2, 2025) – A major European bank lets everyday customers trade Ethereum anytime through its platform

Deep Dive

1. Stock Tokenization Milestone (October 2, 2025)

What happened?
FG Nexus teamed up with Securitize, a company regulated by the SEC, to create digital versions of its Nasdaq-listed common and preferred shares on Ethereum. This means investors can now buy and sell shares using blockchain technology, which offers faster transactions and built-in compliance, while still keeping traditional shareholder rights.

Why it matters
This is a big win for Ethereum because it shows the platform can handle regulated stock markets. Already, about $8 billion in tokenized assets use Ethereum’s technology. The success of this move depends on more companies adopting Ethereum; FG Nexus plans to hold and stake a significant amount of ETH itself (Coindesk).

2. Citi Raises ETH Price Forecast (October 2, 2025)

What happened?
Citi raised its price target for Ethereum to $4,500 by the end of 2025 and $5,440 within the next year. The bank points to growing investments in Ethereum ETFs (about $80.8 million daily) and the idea that Ethereum is benefiting from Bitcoin’s reputation as “digital gold.”

Why it matters
This shows increasing confidence from big financial players. However, Ethereum’s value is still influenced by factors that are harder to predict, like how widely its Layer 2 scaling solutions are adopted. Citi sees Bitcoin as a safer bet but believes Ethereum will gain from similar momentum (Yahoo Finance).

3. BBVA Offers 24/7 Ethereum Trading (October 2, 2025)

What happened?
BBVA, a leading bank in Spain, added Ethereum trading to its retail foreign exchange platform through SGX FX. This allows customers to buy and sell Ethereum alongside traditional currencies with instant transaction settlement.

Why it matters
This move helps connect traditional finance with cryptocurrency, potentially bringing millions of new users to Ethereum. However, it comes as European regulators finalize new rules (MiCA) that may require stricter identity checks for these services (Finance Magnates).

Conclusion

Ethereum’s progress in stock tokenization, positive forecasts from Wall Street, and integration with major banks highlight its growing role as a platform for settling multiple types of assets. Currently, ETH is trading around $4,389 with strong upward momentum (up 9.35% over the past week). The key question is whether traditional finance’s increasing involvement will drive more real-world use of Ethereum beyond just speculation.

Will Ethereum’s real-world asset volume surpass DeFi by 2026?

What is expected in the development of ETH?

Ethereum’s development plan focuses on making the network faster, more secure, and truly decentralized. Here are the key upcoming milestones:

1. Fusaka Upgrade (Dec 3, 2025) – Backend improvements to make Layer 2 solutions more efficient.
2. zkEVM Integration (Late 2025–2026) – Using zero-knowledge proofs to speed up and lower the cost of transactions.
3. Stage 4 Rollups (2026 and beyond) – Bringing full Ethereum-level security to Layer 2 networks with advanced technology.
4. Quantum Resistance (2026 and beyond) – Protecting Ethereum against future threats from quantum computers.

In-Depth Look

1. Fusaka Upgrade (December 3, 2025)

What it is:
The Fusaka upgrade includes 11 Ethereum Improvement Proposals (EIPs) designed to improve Layer 2 performance. One key feature, PeerDAS (peer data availability sampling), will increase the capacity for data blobs by 10 times. This means rollups—Layer 2 solutions that bundle transactions—will cost less and the gas limit (the amount of work the network can handle) will increase to 150 million, allowing more transactions per block (CryptoGucci).

Why it matters:

• Positive for Ethereum: Better scalability means decentralized finance (DeFi) apps and NFTs can grow with less congestion and lower fees.
• Potential challenge: Higher gas limits may require more powerful hardware from node operators, which could favor larger validators and impact decentralization.

2. Native zkEVM Integration (Q4 2025 – Q2 2026)

What it is:
Ethereum plans to add zero-knowledge Ethereum Virtual Machine (zkEVM) technology directly into Layer 1. This allows validators to confirm blocks using zero-knowledge proofs instead of re-running every transaction, making verification faster and cheaper. The goal is to verify 99% of blocks in under 10 seconds and reduce proof costs by 80% (Binance News).

Why it matters:

• Positive for Ethereum: This positions Ethereum as a leader in privacy and could attract more institutional users.
• Neutral: The whole ecosystem will need to adapt to this new way of verifying transactions, which may take time.

3. Stage 4 "UltraSound L2s" (2026 and beyond)

What it is:
This stage aims to give Layer 2 networks the same security level as Ethereum’s mainnet by combining:

• Native Rollups: No reliance on multisignature wallets or security councils.
• Based Sequencing: Real-time resistance to censorship.
• ESS Score 1: Full use of canonical (official) assets (Ethresear.ch).

Why it matters:

• Positive for Ethereum: Could unify liquidity across Layer 2s and strengthen Ethereum’s ecosystem.
• Potential challenge: Requires many projects to move away from current Layer 2 models that depend heavily on bridges, which could be complex.

4. Ethereum Lean Plan (2026–2035)

What it is:
A long-term vision aiming for:

• 10,000 transactions per second on Layer 1 using advanced technologies like Verkle trees and sharding.
• Cryptography that can resist attacks from future quantum computers.
• The ability to run Ethereum nodes on mobile devices with 100% uptime (CoinMarketCap).

Why it matters:

• Positive for Ethereum: Prepares the network to handle global financial systems and everyday users.
• Potential challenge: The timeline is long and depends on ongoing coordination among developers.

Conclusion

Ethereum’s roadmap balances near-term improvements like the Fusaka upgrade with groundbreaking changes such as native zero-knowledge security and quantum resistance. While these upgrades are technically complex and will require broad adoption, they aim to secure Ethereum’s position as the foundation for decentralized finance and Web3. The big question remains: Will Layer 2 solutions prioritize aligning with Ethereum’s vision over short-term user experience benefits as these changes roll out?

What updates are there in the ETH code base?

Ethereum recently rolled out important upgrades on its test networks, focusing on making Layer 2 scaling faster and more efficient.

1. Osaka Fork Activation (February 4, 2024) – Prepares the network for new transaction types and adjusts gas fees.
2. BPO Forks (September–October 2025) – Gradually increases data capacity to improve Layer 2 performance.
3. Gas Limit & Core Fixes (September 2025) – Enhances transaction processing and node stability.

In-Depth Look

1. Osaka Fork Activation (February 4, 2024)

What happened:
The Osaka fork updated Ethereum Classic’s code to match Ethereum’s standards, making it easier for different blockchains to work together.

Key points:

• Brought Ethereum Classic’s virtual machine in line with Ethereum’s Shanghai upgrade through the Spiral hard fork.
• Added features like blob transaction conversion windows to help move older data smoothly.

Why it matters:
This upgrade is positive for Ethereum (ETH) because it improves compatibility with Ethereum’s ecosystem, encouraging more developers and Layer 2 projects to build on it. (Source)

2. BPO Forks (September–October 2025)

What happened:
The Blob Parameter Only (BPO) forks on test networks are increasing how much data can be processed in each block, aiming to boost Layer 2 efficiency.

Key points:

• BPO1 (October 2025): Raises the maximum blobs per block from 6/9 to 10/15.
• BPO2 (October–November 2025): Further increases limits to 14/21 blobs, effectively doubling data throughput.

Why it matters:
This change is somewhat positive because it could lower Layer 2 transaction fees and make costs more stable during busy times. However, it still needs thorough testing. (Source)

3. Gas Limit & Core Fixes (September 2025)

What happened:
Recent updates improved how gas limits are handled, fixed transaction pool issues, and enhanced node performance.

Key points:

• Set the default block gas limit to 60 million to balance network load and speed.
• Fixed important bugs related to blob gas calculations and transaction replay attacks in debugging tools.

Why it matters:
These improvements are good news for Ethereum because they reduce the chance of network slowdowns and help validators run more efficiently, supporting long-term growth. (Source)

Summary

Ethereum is focusing on scaling up through the Osaka and BPO forks while improving network stability with gas and transaction pool fixes. The upcoming Fusaka upgrade in December 2025 could further strengthen Ethereum’s role as a leading platform for decentralized applications. How these changes will impact Ethereum’s lead in the Layer 2 space remains to be seen.

Why did the price of ETH go up?

Ethereum (ETH) increased by 2.2% in the last 24 hours, slightly outperforming the overall crypto market’s 2.23% rise. This builds on a strong weekly gain of 9.6%. The main factors behind this growth are:

1. Big ETF inflows – $80.9 million flowed into Ethereum ETFs on Wednesday, part of a $546 million inflow over three days.
2. Supply shortage – More ETH is being withdrawn from exchanges than deposited, hitting record levels.
3. Fusaka upgrade excitement – Testing for Ethereum’s upcoming scalability upgrade starts October 1.

Deep Dive

1. Institutional Demand Through ETFs (Positive for ETH)

What happened: Ethereum ETFs attracted $80.9 million on October 1, continuing a three-day streak totaling $546 million. BlackRock’s ETHA ETF led with $405.5 million in inflows in a single day.
Why it matters: These inflows show that big investors are positioning themselves ahead of possible U.S. interest rate cuts expected in 2025 (with a 75% chance). Ethereum ETFs now manage $22.8 billion, which reduces the amount of ETH available for trading. This steady demand could balance out selling pressure from the 900,000 ETH waiting to be unstaked.
What to watch: The U.S. jobs report on Friday—if the data is weak, it could increase expectations for rate cuts and boost ETF inflows.

2. Historic Supply Crunch (Positive for ETH)

What happened: For the first time ever, more ETH is being withdrawn from exchanges than deposited, with $3.9 billion worth of ETH waiting to be withdrawn. The amount of ETH held on exchanges dropped to just 12% of the total supply.
Why it matters: With less ETH available on exchanges, any new demand has a bigger impact on price. Over the past 30 days, the withdrawal rate from exchanges (4.2%) has been much higher than new ETH being created (0.3%), causing a supply shortage. Analysts compare this to similar supply-driven price rallies seen with Bitcoin in 2020.
Key level to watch: If ETH price stays above $4,500, it could trigger a buying frenzy aiming for the all-time high of $4,891.

3. Fusaka Upgrade Momentum (Mixed Impact)

What happened: Ethereum’s Fusaka upgrade recently passed its final test on the Holesky testnet, with the main network upgrade planned for December 3. This upgrade will introduce PeerDAS, which doubles the data capacity for Layer 2 solutions (which help Ethereum scale).
Why it matters: While this upgrade is positive for Ethereum’s long-term usefulness, short-term price gains may be limited as some investors take profits before the upgrade. Developer activity has dropped 12% over the last 30 days, which could signal delays.
What to watch: The Sepolia testnet rollout scheduled for October 14—any issues here could hurt market sentiment.

Conclusion

Ethereum’s recent price rally is driven by strong ETF inflows, a tightening supply, and cautious optimism around upcoming network upgrades. However, open interest in ETH perpetual contracts has reached a record $1.14 trillion (up 5% in 24 hours), which increases the risk of forced liquidations if the market becomes volatile.

Key point: Watch if ETH can stay above the important 200-day exponential moving average (EMA) at $3,476 during Friday’s economic data releases.