Etherealize CEO Vivek Raman argues that ETH’s declining price hides strengthening fundamentals that would change the token’s valuation in 2026.
Ether's price performance has frustrated many investors over the past cycle. While other assets gained attention with faster rallies, ETH struggled to maintain up, raising the query of whether Ether is losing relevance or is just misunderstood.
In a recent interview with Cointelegraph, Etherealize CEO Vivek Raman offered a really different perspective. Instead of specializing in short-term price movements, Raman pointed to a growing gap between market sentiment and Ether (ETH)'s underlying fundamentals, which he said could define the chance in 2026.
Raman highlighted Ethereum’s continued dominance in areas that matter most to institutions. Today, the Ethereum network and its Layer 2 chains host nearly all of stablecoin activity in a market that’s over $300 billion worldwide. Ethereum can be the leading network for tokenized real-world assets. Data shows that it accounts for greater than 90% of all tokenized assets on-chain.
The interview also explored how traditional finance is shifting from experimentation to real-world deployment. Major institutions like JPMorgan Chase and Fidelity have launched tokenized investment products using Ethereum infrastructure, a move that seemed unlikely just just a few years ago. Raman argues that this alteration has only recently grow to be possible resulting from greater regulatory clarity, particularly within the United States.
Rather than offering an easy price prediction, Raman designed a forward-looking framework that links stablecoin growth, tokenization, and Ethereum's role as a neutral financial infrastructure. He says that these structural trends, despite the fact that they’re still of their early stages, could potentially cause the market to reevaluate ETH’s valuation.
The conversation asks viewers to look beyond short-term price volatility and consider whether Ethereum's recent underperformance could also be masking a much larger long-term opportunity.
To hear Raman's outlook for 2026, watch the complete interview on Cointelegraph's YouTube channel.
This interview has been edited and condensed for clarity.
