When Is Ethereum Undervalued? The 2026 Setup Is Taking Shape

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When Is Ethereum Undervalued? The 2026 Setup Is Taking Shape

Why this report matters

Capital is quietly repositioning in crypto, but not where most traders are looking. Despite sluggish price action, stablecoin flows, regulatory shifts, and staking dynamics are signaling a structural turn in Ethereum’s long-term setup. Recent U.S. policy moves are already reshaping where liquidity settles on-chain.

Ethereum-focused Digital Asset Treasury companies pitch investors on a dual-engine model: capturing upside from stablecoin-driven network growth while earning attractive staking yields that they argue are difficult for individuals to access efficiently. However, the reality is that professional staking infrastructure is already widely available. Institutional-grade providers, such as P2P, which manages over $10 billion in staked assets, streamline the process, making high-quality staking access far from exclusive.

This is just one of several foundational pieces being set by U.S. crypto legislation, and together they could reshape the industry in 2026.

Main argument

President Trump made sweeping promises to support the crypto industry, and while prices have inched higher since, a far more meaningful shift is unfolding beneath the surface. Since his election, USDT issuance on Ethereum has nearly doubled, increasing from approximately $54 billion to roughly $102 billion. Quietly, massive liquidity is positioning itself on-chain, setting the stage for potentially powerful developments in the crypto market in 2026.

Stablecoin issuance from Tether on Tron and Ethereum ($ billions)

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