Interest in the ether (ETH) network will continue to grow, according to specialists from the market analysis company Messari. In fact, in a recent report sent to its subscribers by email, to which NoticiasVE had access, it indicated that «Ethereum is ready for the next wave of institutional finance.»
The firm highlights that the Ethereum Foundation launched its portal dedicated to institutions last week. There he makes his intention explicit: Ethereum aims to be the liquidity layer for the global digital economy. In his opinion, the strategy is simple and directional.
He emphasizes that this invites the network to be built around four pillars that most concern institutions: real-world assets (RWA) and stablecoins, decentralized finance (DeFi), compatible privacy and the layer 2 ecosystem.
According to his perspective, the combination of these pillars, expanded below, will lead Ethereum to growth in institutional finance, given its current positioning in the market.
Ethereum dominates tokenized finance
As the report emphasizes, Ethereum hosts the majority of tokenized finance: around 75% of tokenized RWA and over 55% of global stablecoin supply They live on the internet.
Eight stablecoins form the central base layer of liquidity that feeds productive capital, Messari distinguishes. These are USDT, USDC, USDE, DAI, USDS, PYUSD, USDTB and FDUSD. «This liquidity now feeds productive capital.
Additionally, BlackRock’s BUIDL tokenized fund has $1.58 billion in assets under management on the network. Maple Finance reports $1.82 billion in active loans on Ethereum and Layer 2 networks.
“The pipeline from traditional balance sheets to on-chain markets is real and measurable,” says Messari.
Defi as the machine of capital
For the analytics company, composable protocols have turned Ethereum into a full-stack marketthat is, integrated. It details that loans, staking and derivatives interoperate.
It exemplifies that Aave sets a standard for decentralized lending with over $40 billion in total value locked (TVL) and a conservative risk culture suitable for institutions. He adds that Lido anchors the staking economy, and Maple Finance brings private credit to the network.
Privacy apps on Ethereum could attract money
Messari continues by mentioning that Trillions of dollars don’t move without privacy that regulators can audit. Therefore, he indicated that the team in charge of this at the Ethereum Foundation is preparing to achieve that result.
An example is, in his opinion, the Kohaku wallet framework, which focuses on privacy-preserving standards that still allow the necessary visibility. Railgun and Aztec Network are positioned to support institutional-level confidentiality without sacrificing compliance, he adds.
Rollups are key for the network
According to the analysis firm, Ethereum’s scalability comes from rollups that inherit security and liquidity. Based on their perspective, Linea, Starknet, Base, Ink, Unichain, and Scroll stand out as reliable places to deploy.
Additionally, you see Frameworks like Arbitrum, OP Stack, zkSync, and Polygon reducing time to market. He further adds that the case studies cover layer 1 designs that have migrated to layer 2 models.
As a sum of these points, Messari believes that Ethereum now has the deepest pool of programmable liquidity as a cryptocurrency network and a track record that institutions can rely on to subscribe.
The way they see it, in 2017 institutions discovered Bitcoin, and In 2025 they plan to rebuild the financial system on Ethereum. «The assets live here. The returns are created here. Privacy and compliance are converging here. The rails exist and the liquidity is real,” he concludes.