According to @LexSokolin, banks rushing to issue stablecoins could become the largest holders of ETH, signaling a potential structural demand driver for Ethereum (ETH) from institutional issuers, which traders should monitor for market impact, source: @LexSokolin. On Ethereum, transaction fees are paid in ETH, so high-volume stablecoin minting, transfers, and treasury operations on mainnet or many L2s require ongoing ETH balances for gas, linking bank-issued stablecoin activity directly to ETH demand, source: Ethereum.org. Banks have already explored or launched fiat-token projects on Ethereum, including Societe Generale-FORGE’s EUR CoinVertible (EURCV) and ANZ’s A$DC pilots, illustrating early institutional adoption of Ethereum rails relevant to this thesis, source: Societe Generale-FORGE; ANZ. For trading strategy, tracking new bank stablecoin launches on Ethereum, issuer-linked ETH treasury addresses, and changes in gas consumption can help anticipate potential shifts in ETH spot liquidity, staking-related flows, and L2 activity consistent with this view, source: @LexSokolin; Ethereum.org.