Institutions and AI Agents Drive Ethereum's Next Growth Phase

Ethereum co-founder Joe Lubin says the network is entering a new phase of adoption driven by institutions and AI agents. According to him, regulatory clarity has encouraged more banks and asset managers to build on public blockchain networks.

Lubin argues that these institutions seek operational improvements rather than speculative opportunities. He believes blockchain networks provide continuous market access and faster settlement, supporting liquidity outside traditional trading hours and enabling easier global asset transfers.

The Ethereum co-founder also highlighted the role of tokenization in bringing traditional financial assets onto blockchain networks. He expects more traditional assets to move on-chain over time, narrowing the distinction between decentralized finance and traditional finance.