The Rollup Vivek Raman on Why Ethereum Wins the Institutional Race
Mar 11, 2026
Vivek Raman, co-founder of Etherealize bridging Wall Street and Ethereum. He explores why stablecoins and tokenization are igniting institutional flows to Ethereum. He maps how Ethereum could become a reserve asset, the role of Layer 2s and ZK scaling, and why DeFi apps might outpace infrastructure in value.
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Stablecoins Are Blockchain's First Killer App
- Stablecoins are the first killer app for blockchains and unlock tokenization, DeFi, and institutional adoption.
- Vivek argues the public, secure, massively distributed blockchain—Ethereum—is the safest place to custody stablecoins and high-value assets, mirroring the internet's winner-take-most dynamic.
Ethereum Is The Internet Moment For Finance
- Vivek calls the convergence of tokenization, stablecoins, and DeFi on Ethereum the internet moment for finance.
- He points to BlackRock's tokenization plans and prior institutional precedents like BNY's money market token as proof institutions prefer a single, battle-tested chain.
ETH Can Become Trustless Global Collateral
- ETH can reprice as a core institutional store-of-value distinct from Bitcoin by serving as trustless, neutral collateral for tokenized global finance.
- Vivek separates price drivers: institutional portfolio allocations to ETH plus its role as uncensorable collateral across tokenized assets.