The Reason Ethereum Has No Choice But to Rise: Clarity Act Passed for Dollar Hegemony, The Ethereum Ecosystem the US is Preparing | Seo Dong-ju, Kim Dong-hwan, Oh Tae-min Hanyang University Professor [Crypto PLUS]

Summary

Professor Oh Tae-min argues that Ethereum is the inevitable platform for tokenized real-world assets (RWA) and stablecoins, driven by US geopolitical strategy to maintain dollar hegemony. He explains that Ethereum's price must rise to secure the growing on-chain value, making current levels a long-term buying opportunity. He also expects Bitcoin to recover in H2 2026 and recommends a portfolio allocation of 50% Bitcoin, 25% Ethereum, and 25% other cryptos. The discussion covers the Clarity Act, the importance of developer liability protections, and why other blockchains like Solana are unsuitable for large-scale RWA.

• Professor Oh Tae-min presents Ethereum as the delicate decentralized platform best suited for US-backed RWA and stablecoin adoption.
• He warns that Ethereum's current market cap must rise to match the value it secures, or the security model breaks.
• Over 60% of tokenized real-world assets already reside on Ethereum, reinforcing path dependency.
• Bitcoin is expected to recover to $100k in the second half of 2026, which would lift the entire crypto market.
• The Clarity Act's liability protections for developers are critical for attracting talent back to the US.
• Solana is dismissed as too centralized and vulnerable for institutional asset tokenization.
• The US geopolitical push for dollar hegemony through digital assets is a key catalyst for crypto adoption.
• Long-term portfolio recommendation: 50% Bitcoin, 25% Ethereum, 25% other cryptos.