2026 is off to a fast start on Ethereum. Here are some of the things that shipped on the institutional side in January:
→ Fidelity Digital Assets launched its own stablecoin (FIDD) on Ethereum mainnet.
→ Stablecoin supply broke $300B. Majority on Ethereum.
→ Morgan Stanley filed for an ETH ETF.
→ Ethereum Foundation launched a Post-Quantum security team following 8 years of research. Ethereum will be quantum resistant in coming years.
→ Grayscale Investments became the first US ETF to distribute staking rewards.
→ Qivalis, a 12 European bank consortium announced their Euro stablecoin will launch on Ethereum.
→ WisdomTree: first European ETP backed fully by liquid staking via Lido.
→ Tokenized commodities on Ethereum hit $5B. 70% market share.
→ Revolut users have now staked over 60,000 ETH.
→ J.P. Morgan launched a tokenized money market fund (MONY) on public Ethereum. $100M seeded with their own capital.
→ BlackRock and ARK Investment Management LLC published 2026 outlooks. ARK: $11T tokenized RWA market by 2030. BlackRock: Ethereum underpins 65% of all tokenized assets.
→ Ondo Finance hit $1.8B TVL on Ethereum. 70%+ of its total TVL.
Tokenized BitGo stock hours after NYSE IPO on Ethereum.
→ CFTC launched a pilot accepting ETH and USDC as margin collateral for US derivatives markets.
→ Standard Chartered called 2026 "the year of Ethereum" - forecasts grew accordingly.
→ Ethereum Foundation Institutional Privacy team shipped a proof-of-concept for privacy-preserving bonds using ZK proofs.
→ Vitalik outlined a broader L2 vision.
One month in. Should be a fun year.
Great start of 2026. Cos a strong foundation has been set over the years.
NOTE: Developments should be evaluated carefully based on verified public information. This is market commentary, not financial advice.
