The US banking industry has given the green light to Ethereum-related business. Regulators have officially allowed compliant banks to offer ETH-related services. What does this mean? Wall Street funds no longer need to take detours—they can now enter the market openly and legitimately.

Traditional financial giants like Goldman Sachs and JPMorgan are probably having their compliance departments work overnight on new plans. The scale of institutional funds is on a completely different level than that of retail investors—tens or even hundreds of billions of dollars. Once this flows into the ETH market, the liquidity structure will fundamentally change.

ETH’s status might truly be shifting. Upgrading from a speculative asset to a bank-allocable asset is a qualitative leap. With regulatory barriers removed, custodial services, staking businesses, and ETF products are likely to be rolled out one after another, each serving as a solid catalyst.

Banks entering the market won’t chase price swings like retail investors. They’re used to building positions gradually at lower levels, buying in batches and suppressing the price as they go, which can be a grueling process. Moreover, institutional funds tend to hold long-term, treating ETH as a strategic asset locked away in cold wallets, making circulating supply increasingly scarce.

It’s also worth paying attention to the ecosystem. More institutional users mean greater demand for DApps, which will further solidify ETH’s position as the foundational operating system. However, short-term volatility is still expected, since this is a process of long-term fundamental revaluation—not a skyrocketing rally that happens in just a few days.

The question now is: the whales are already positioning themselves. Will you secure your spot in advance, or wait until the price rises before jumping in?