Ethereum (ETH) could become a critical global financial infrastructure asset by 2030, potentially driving global tokenization trends.
U.S. national interests may align with defending Ethereum to support Treasury demand and financial superiority, leading to a potential Ethereum arms race among nations.
Research analysts forecast over $20 trillion in assets to be tokenized by the end of the decade.
Ethereum's role could extend beyond being just a blockchain and become the backbone of the global financial system.
Stablecoins play a significant role in the U.S. financial system, with over $100 billion backed by U.S. Treasuries; Ethereum would play a crucial role in settling large capital flows if stablecoins hit $3.7 trillion by 2030.
The control in Ethereum's Proof-of-Stake system is based on holdings, potentially leading to state-level influence, triggering a sovereign digital arms race for ETH accumulation.
Ryan Watkins predicts ETH could reach $80,000 by 2030 through sovereign hoarding, driven by supply scarcity and increasing demand.