Can ETH become a An asset of 100,000 billion dollarsas suggested by Nick Tomaino of 1confirmation?
Of course, it’s a dream worth believing in, both for the potential benefits And for what it would mean for the world for Ethereum, as a credible, neutral DIY engine for virtually everything online, to have reached this level of adoption.
And although we are still several years away from such hypothetical peaks, it seems that the things that need The events that could pave the way for ETH dominance are indeed happening.
Ethereum has already proven itself among smart contract platforms for over 10 years of production, but it continues to prove itself. major technical improvements this will realistically make it capable of supporting billions of users purchasing blocks of space.
For example, Ethereum has L1 vertical scaling with gas limit increases, drop increases, etc. It has horizontal scaling with L2. It has UX advancements like framework transactionswhich will usher in native account abstraction, or like FOCILLE And keyed casual nounswhich will update private transactions natively on the main network.
“Frame transactions mean no one needs ETH” is the same account abstraction FUD we’ve had since 2016.
EIP-8141 means that every token on Ethereum becomes a way to buy ETH while doing the one thing every Ethereum user does: buying block space.
The hardest part of onboarding… https://t.co/1XHdkCMCGp
– David Hoffman (@TrustlessState) September 7, 2026
As David wrote above, the main idea is that this kind of progress can lead to “more Ethereum trading → higher Ethereum dominance → more ETH bought and burned“.
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That said, if technical advances are happening and no one is there to care, does it matter? This is why adoption of Ethereum by large enterprises is so crucial. Every company that builds on Ethereum supports the commercial flywheel of ETH, but it also serves as a beacon for other institutions. This technology is important, this technology can be useful.
For example, Robinhood is the largest mobile trading app in the world, and its Robinhood Chain L2 has seen an incredible surge in activity and become the fastest growing. most profitable network across all of crypto in just a few months.
This is naturally great for Robinhood, and it’s good for Ethereum and ETHand this success will inspire other large companies to develop their own Ethereum adoption strategies. But this L2 is also just a domino, a beacon. We’ve also seen many other companies launch in recent weeks, and all of them are becoming gravity wells for Ethereum in their own way.
It was a busy summer for @ethereum.
→ @RobinhoodApp Chain, one @arbitrum Orbit-based Ethereum L2 launched and surpassed $1 billion in TVL in 6 weeks.
→ @RevolutEurope’s largest fintech with over 80 million customers, announced EURR, a euro stablecoin issued by Bridge and going live on day one on… pic.twitter.com/9EdPXQmW1L
– Institutional Ethereum (@ethereuminsti) September 1, 2026
The range of these experiences is incredible, suggesting that it is not far-fetched to think that one day a large part of the banking system will run on top of Ethereum and ETH.
What will help in this regard is continued regulatory clarity. And even though the law on literal clarity is already they say he is doomed In the United States, it’s far from the end, it’s all here. The SEC’s new crypto asset regulatory framework alone can be a huge catalyst for attracting more capital markets to Ethereum, which would naturally have many second-order effects.
So we have significant technical advances, large companies and significant regulatory tailwinds. Overall, there is nothing to be disdained. And be careful, once again, these are Exactly the kind of thing you’d want to see if you’re betting that ETH’s market cap will reach billions. It’s not a crazy bet, I said.