Vivek Raman, Co-Founder and Managing Partner of Resinvest and CEO of Etherealize, has presented a bullish long-term outlook for both Bitcoin and Ethereum, with specific price targets set for 2026. Raman argues that Ethereum is at a critical adoption juncture similar to where Bitcoin was in the previous market cycle.
In his assessment, Raman stated, "ETH is at the adoption breaking point that BTC was at in the last cycle. Bitcoin will perform well as liquidity enters the system. However, Ethereum will perform even better as it becomes the best blockchain for doing business and as ETH transforms into a productive treasury asset." He sets a target of $15,000 for Ethereum and $200,000 for Bitcoin by 2026.
Raman's perspective is supported by a growing gap between Ethereum's market price and its underlying fundamentals. He highlights Ethereum's dominant position in key institutional areas: it hosts the majority of stablecoin activity within a global market exceeding $300 billion and accounts for more than 90% of all tokenized real-world assets (RWA) onchain. This infrastructure is now being utilized by major traditional finance institutions like JPMorgan Chase and Fidelity for launching tokenized investment products, a shift enabled by greater regulatory clarity, particularly in the United States.
This institutional view aligns with a recent report from Standard Chartered, which stated that Ethereum's outlook has improved and it has the potential to outperform Bitcoin. The bank cited increasing institutional demand for Ethereum and its leading role in stablecoins, RWAs, and DeFi. Standard Chartered had previously predicted an Ethereum price of $7,500 for this year and $30,000 by 2029, noting that increased network capacity and potential U.S. regulatory clarity could serve as additional upside catalysts.
The analysis challenges investors to look beyond short-term price volatility, suggesting that Ethereum's recent underperformance may be obscuring a significant long-term opportunity driven by structural trends in stablecoin growth and asset tokenization.
