ETH hitting $7.5-8K by end of 2026. Not hopium, inevitable.
Why? The internet playbook is literally repeating itself with Ethereum. Public goods infrastructure always gets repriced once adoption crosses critical mass.
Think about it:
- TCP/IP was free but enabled trillions in value
- HTTP protocols built the web economy
- ETH is doing the same for programmable money and digital ownership
The difference? ETH captures value directly through its tokenomics.
Current market cap nowhere near reflects its role as settlement layer for:
• DeFi ($100B+ TVL incoming)
• Tokenized RWAs (BlackRock already moving)
• Stablecoins ($200B+ on-chain)
• L2 ecosystems (all paying ETH for security)
Bear case is $5K. Bull case is $10K+. Base case is $7.5-8K.
Position accordingly. This isn't speculation, it's infrastructure repricing.
Why? The internet playbook is literally repeating itself with Ethereum. Public goods infrastructure always gets repriced once adoption crosses critical mass.
Think about it:
- TCP/IP was free but enabled trillions in value
- HTTP protocols built the web economy
- ETH is doing the same for programmable money and digital ownership
The difference? ETH captures value directly through its tokenomics.
Current market cap nowhere near reflects its role as settlement layer for:
• DeFi ($100B+ TVL incoming)
• Tokenized RWAs (BlackRock already moving)
• Stablecoins ($200B+ on-chain)
• L2 ecosystems (all paying ETH for security)
Bear case is $5K. Bull case is $10K+. Base case is $7.5-8K.
Position accordingly. This isn't speculation, it's infrastructure repricing.