Standard Chartered on Ethereum Market Research Centerhttps://ethmrc.com/authors/standard-chartered/Recent content in Standard Chartered on Ethereum Market Research CenterHugoen-usMon, 12 Jan 2026 01:57:00 +0000 ETH outperformance expected | Standard Charteredhttps://ethmrc.com/eth-outperformance-expected-standard-chartered/Mon, 12 Jan 2026 01:57:00 +0000https://ethmrc.com/eth-outperformance-expected-standard-chartered/<p>The outlook for Ethereum has evolved since August 2025. In absolute USD terms, weaker-than-expected Bitcoin performance has weighed on the broader digital asset complex, reflecting Bitcoin’s continued dominance as the sector’s macro barometer. As a result, near-term ETH-USD forecasts for 2026–2028 have been revised downward to reflect a softer backdrop and reduced momentum across crypto markets.</p> <p>However, Ethereum’s relative positioning has strengthened. While Bitcoin’s performance has constrained headline valuations, Ethereum-specific fundamentals and structural drivers have improved. These include expanding network usage, maturing staking dynamics, stronger Layer-2 activity, and growing institutional engagement. On a cross basis, ETH-BTC is expected to gradually retrace toward its 2021 highs, signaling renewed relative outperformance versus Bitcoin.</p>