BlackRock stays bullish on Ethereum as it controls nearly two-thirds of the tokenized asset market.
The firm is expanding beyond spot exposure by pushing staking and Ethereum ETF products for long-term investors.
Large ETH transfers into institutional custody show real commitment, not just market speculation.
BlackRock’s positive view of ETH is closely tied to the growth of tokenized real-world assets. In its thematic outlook, the firm highlighted that nearly two-thirds of all tokenized assets are built on the Ethereum network. These include tokenized bonds, real estate products, and investment funds.
This dominance makes Ethereum the main settlement layer for digital finance. BlackRock sees ETH as a financial infrastructure that banks and asset managers can use for decades. This belief explains why the company continues to build products tied directly to Ethereum instead of shifting to smaller or faster blockchains.
BlackRock has turned its vision for Ethereum into actual financial products. The iShares Ethereum Trust already provides spot exposure to institutional investors. In December 2025, BlackRock filed for a staked-Ethereum ETF that would allow investors to earn staking yield while also gaining price exposure. This step showed a major change in approach.
Ethereum is treated as a yield-generating network. ETH staking rewards and liquid staking tools are seen as ways to attract long-term capital from pensions and funds that look for income, not just price gains. This strategy reflects confidence in the asset’s long-term stability and security.
Blockchain data provided strong evidence that BlackRock is actively positioning in Ethereum. Wallets linked to BlackRock transferred large amounts of crypto into institutional custody platforms. One report showed a deposit of 15,112 ETH, worth about $43.8 million at the time, into Coinbase Prime.
These transfers were made alongside large Bitcoin movements. Such actions suggest preparation for ETF flows or staking operations. Unlike retail trading, these transactions go through regulated custody systems, showing that this is institutional capital moving with long-term planning.
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Even with this strong confidence, Ethereum spot ETFs saw significant outflows recently. Higher interest rates and global uncertainty made investors more cautious about investing in digital assets. Prices went down for a while, but this did not change BlackRock’s view. The company believes short-term price moves are temporary and less important than the long-term growth of tokenization and digital finance systems.
Ethereum still handles most stablecoin transactions and is the main network used for financial smart contracts. New Layer-2 networks are also helping by reducing fees and speeding up transactions. This keeps Ethereum competitive, even as newer blockchains try to attract users.
Another reason for BlackRock’s confidence is the improvement in regulation and market infrastructure since 2024 and 2025. Spot crypto ETFs brought clearer custody rules and better surveillance tools. Banks and traditional finance firms now feel more comfortable offering tokenized products on Ethereum.
This regulatory clarity allows asset managers to design more complex funds such as staked-ETH ETFs and tokenized money-market products. Ethereum benefits the most as it already has deep liquidity and trusted developer tools. The ecosystem is large and difficult to replace.
There are still risks around Ethereum’s future. Competition from cheaper blockchains continues. Centralization of staking pools raises concerns. Regulators may change rules around staking services. ETF flows also depend heavily on macroeconomic conditions. These challenges could slow growth in the short term.
BlackRock appears willing to accept these risks, as the long-term reward is control over infrastructure for digital assets. The firm believes Ethereum’s network effects and tokenization role outweigh the uncertainties.
Also Read: ETH Breaks Seller Trend: Is a Buy Signal Emerging After 3 Years?
BlackRock’s Ethereum bet is a strategic move to shape how digital assets are offered to institutions. The firm is building custody pipelines, ETF structures, and yield products around Ethereum.
Even when markets fall, BlackRock continues to prepare for a future where Ethereum becomes the base layer for tokenized finance. In this view, price corrections are temporary, but network adoption is permanent. This long-term focus explains why the company stays bullish on Ethereum, even when the market looks uncertain.
1. Why is BlackRock focused on Ethereum instead of other blockchains?
Ethereum hosts most tokenized real-world assets and has the strongest developer and financial ecosystem.
2. What is special about the Ethereum ETF strategy?
It offers regulated exposure and may include staking yield, making it attractive for institutions seeking both growth and income.
3. How much Ethereum did BlackRock move in 2026?
BlackRock-linked wallets deposited about 15,112 ETH, worth roughly $43.8 million, into Coinbase Prime in January 2026.
4. Does market volatility change BlackRock’s outlook?
No, short-term price swings are seen as temporary while long-term adoption of tokenization and digital finance continues.
5. What risks could affect this Ethereum bet?
Regulation changes, staking centralization, and competition from cheaper blockchains could slow growth in the short term.
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