One of the top voices in the investment products market just made a clear statement: If you’re feeling bullish about the future of stablecoins and tokenized assets, you’re implicitly betting on Ethereum (ETH). Below is why Nate Geraci, the president of the ETF Store, just made a strong case for why Ethereum is a big deal in the evolving financial system.
For Geraci, Ethereum isn’t just a blockchain — it’s becoming the trust layer for a big and fast-growing part of decentralized finance.
As tokenization moves from theory to implementation, especially among banks and asset managers, Ethereum emerges as the go-to base for deploying and settling these assets. The ecosystem’s maturity, liquidity and tooling give it a structural advantage that’s hard to ignore.
Eth = trust anchor for meaningful portion of defi, which is obv rapidly expanding…
Clearly seems like tradfi-defi bridge of choice for legacy financial institutions at this point.
<not investment advice>
— Nate Geraci (@NateGeraci) July 6, 2025
As the expert also stresses, it’s not true that platforms behind tokenization won’t matter. While some think the tech is interchangeable, institutional players clearly disagree.
Big old infrastructure providers like the NYSE, Nasdaq and DTCC probably won’t trust trillions of assets to networks that don’t have Ethereum’s track record and developer depth.
The big news is that Ethereum is no longer just for speculation or niche decentralized apps. It’s positioning itself as the backbone of tokenized finance — from real-world assets and stablecoins to programmable treasuries and settlement rails. If this institutional trend keeps up, Ethereum’s role might expand way beyond what’s being priced in by retail markets right now.
This isn’t just about price predictions. It’s all about Ethereum becoming the go-to choice for the next generation of financial architecture. And that change is already happening.
