Ethereum Positioned to Reshape Global Finance by 2030
The journey to 2030 may reshape global finance, with Ethereum emerging as more than just a blockchain potentially becoming the foundation of the world’s financial system. Tokenization trends are accelerating rapidly.
The driving force of this shift is the increased rates of asset tokenization as it has been estimated by research analyst firms that upwards of $20 trillion in assets such as stocks, bonds, and even real-life property, will be tokenized by 2030.
ETH Gains Ground as Digital Reserve Asset
Ethereum is already in the lead in this tokenization trend, as it is the main infrastructure used by the majority of developers. Recently, crypto strategist Leo Lanza stated that the Proof-of-Stake (PoS) consensus mechanism that Ethereum will use could spark a geopolitical realignment, making ETH a digital twin to the U.S. dollar in a new financial order.
The use of stablecoins is already highly integrated into the U.S. financial system. According to information, more than 100 billion dollars of stablecoins is secured by the funds of U.S. Treasuries, making the users of cryptocurrency indirect creditors of the federal government.
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What if the U.S. had to defend Ethereum the way it defends the dollar?This isn’t sci-fi.
It’s a scenario we could see by 2030—and it ends in a global ETH arms race.
🧵 Let’s break it down: pic.twitter.com/saBElomfqT
— Leo Lanza | ETHisDigitalOil.eth (@l3olanza) June 18, 2025
In case the stablecoin capitalization reaches $3.7 trillion by 2030, which is estimated by a practitioner, Circle, and Messari, Ethereum would play a pivotal role in the dynamics of such massive capital flows.
Such development transforms Ethereum into no longer merely as a tech protocol but a crucial part of the financial system, which may need safeguards on a national level to the same degree as the power of the U.S. dollar in the global financial system.
As Josh Younger, a senior market strategist at JPMorgan, has stated, the currency is losing its financial strength to the computer networks behind it.
ETH Holdings May Affect Blockchain Governance
Geopolitical considerations involving Ethereum PoS, in which control depends on the amount of ETH under a user, comes with complexities. A large load of major powers like China purchasing massive ETH holdings can theoretically adjust vital features of the network such as block validation and the upgrading of the protocol.
This can create a fresh frenzy of digital asset collection across states. Analysts indicated that, since holding ETH gives ownership of a network worth trillions in tokenized assets it can be used as a form of oil or gold.
Ryan Watkins of Syncracy Capital sees ETH hitting the $80,000 mark in a scenario where state actors start to hoard the asset. There are only 120 million ETH circulating on the market, and the increased interest of institutions, governments, and individuals is driving the scarcity, which may enhance the competition.
By 2030, Ethereum may cease to be a speculative asset, but instead become a reserve-grade digital commodity, a strategic economic resource, and a pillar of sovereign fintech strategy.