Ethereum News Today: Credible Neutrality Drives Ethereum's $165B Stablecoin Surge

Ethereum's stablecoin supply has surged to a record $165 billion, driven by $5 billion in weekly inflows, according to data from Token Terminal and RWA.xyz. This milestone underscores Ethereum's dominance in the stablecoin market, with the network capturing a 57% share, outpacing competitors like Tron (27%) and Solana (under 4%). The growth reflects heightened demand for decentralized financial infrastructure, with stablecoins serving as a cornerstone for DeFi and cross-border transactionstitle1^[1].

The surge has been fueled by both retail and institutional activity. Over the past week, Ethereum added approximately $1 billion in stablecoins daily, pushing total supply to an all-time high. Token Terminal reported $165 billion, while RWA.xyz noted $158.5 billion, both figures representing new peaks. This expansion coincides with Ethereum's growing role in tokenizing real-world assets (RWAs), including $2.4 billion in tokenized gold and over 70% of tokenized U.S. Treasurys on the networktitle2^[2].

Ethereum's market leadership extends beyond stablecoins. It holds a 77% share of tokenized commodities, rising to 97% when including Polygon's Layer 2 solutions. This dominance is bolstered by institutional adoption, with Fidelity launching a tokenized U.S. Treasurys fund (FDIT) on Ethereum, now valued at $203.6 million. Anthony Sassano, an Ethereum educator, attributed this growth to the network's "credible neutrality," emphasizing its permissionless structure as a catalyst for mass adoptiontitle3^[3].

The rise in stablecoin supply has also influenced Ethereum's price trajectory. Ether (ETH) has surged over 200% since April 2025, reaching near $5,000 in August. Corporate treasuries have accumulated nearly 4% of the total ETH supply in five months, signaling growing confidence in the network. Bank of America highlighted Ethereum's role as a "key stablecoin rail," noting its infrastructure supports 50% of circulating stablecoins and major payment integrationstitle4^[4].

Looking ahead, analysts project the stablecoin market could expand to $1.6 trillion by 2030, with tokenized RWAs potentially reaching $30 trillion by 2034. Ethereum's scalable infrastructure, combined with regulatory developments like the U.S. GENIUS Act, positions it to benefit from this growth. However, challenges remain, including competition from Tron and regulatory uncertainties. Despite these risks, Ethereum's entrenched position in DeFi and institutional finance suggests its dominance will persisttitle5^[5].