Suche
Mein Konto
Ethereum on the fast track: Could it outperform Bitcoin by 2026?
Joseph Lubin predicts that Ethereum could overtake Bitcoin by 2026. Companies are investing heavily in ETH Treasuries.
Ethereum on the fast track: Could it outperform Bitcoin by 2026?
On August 13, 2025, the crypto world witnesses an exciting development: Joseph Lubin, co-founder of Ethereum and President of Sharplink Gaming, predicts that the market capitalization of Ethereum (ETH) could surpass that of Bitcoin (BTC) by 2026. This assessment suggests that ETH could see its value increase fivefold by the end of 2025. Currently, Bitcoin's market capitalization is $2.375 trillion, while Ethereum's is about $540 billion.
ETH price currently stands at around $4,480 and has increased by 4.28% on the day. To catch up, the price of ETH would have to rise to at least $22,000. This adoption surge does not happen in a vacuum, but is supported by interest from traditional financial players and ambitious tokenization projects.
Institutional adoption and corporate accumulation
The last few months have shown that companies like Bitmine Immersion Tech, Sharplink Gaming and Ether Machine have significantly increased their ETH reserves. These companies have recently purchased a total of over $1 trillion worth of ETH and plan to stake their entire holdings. Notably, Sharplink Gaming recently acquired 24,371 ETH for a total of $73.2 million, bringing Sharplink's total holdings to over 255,000 ETH and establishing the company as the largest Ethereum treasury company in the world.
In the last 30 days, companies managing Ethereum treasuries have accumulated a total of over 545,000 ETH, worth at least $1.6 billion. Notable players also include Bit Digital, which acquired more than 100,000 ETH, and Blockchain Technology Consensus Solutions (BTCS) with 29,122 ETH.
Market movements and inflows
Institutional demand is also evident in recent inflows into Ethereum-based mutual funds. Last week, these funds saw inflows of $990 million, the fourth-largest weekly inflows ever. In 2025, Ethereum products have seen cumulative inflows of over $4 billion, with nearly 30% of these increases occurring in the last two weeks alone. Ethereum inflows account for 19.5% of total assets under management for all global Ether funds, while Bitcoin funds only reach 9.8%.
In addition, the simultaneous growing adoption of Ethereum and the introduction of environmentally friendly tokenization projects means that ETH is increasingly perceived as “Digital Oil”, in contrast to Bitcoin, which is considered “Digital Gold”. Lubin explains in a CNBC interview that the race for the scarce resource Ethereum could be crucial for the future financial system. With its features such as scalability, utility and regulatory clarity, ETH meets the criteria for massive mass adoption.
Overall, these developments suggest that Ethereum is on track to play a crucial role in the financial ecosystem of the future and could potentially challenge Bitcoin's market leadership. The coming months are likely to be characterized by exciting growth and institutional interest.