Ethereum’s price action looks weak but its infrastructure role and tokenization fundamentals are quietly strengthening
𝕏/@strato_money •
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Promote with Leviathan NewsDeFiLlama has Ethereum L1 stablecoins at ~$161B and L2Beat has rollups securing ~$40B, so ETH bears are fighting usage data, not just a bad chart. BUIDL-as-collateral on OKX/Standard Chartered and Coinbase’s CUSHY launching across Base, Solana, and Ethereum are where tokenization starts touching margin systems instead of sitting as dashboard TVL. If those assets stay KYC receipts outside Aave/Morpho/UniswapX, ETH gets a trust premium; if they become collateral primitives, the next fee cycle comes from blob demand and settlement finality, not NFT-mint gas wars.
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