According to Jihoon Song, enterprises including financial institutions can maintain governance over their own Layer 2 solutions while leveraging Ethereum’s global, neutral, and censorship-resistant infrastructure. Song emphasizes that Ethereum empowers these institutions to feel ownership, rather than dependency, which underpins increased institutional adoption and could drive higher transaction volumes and liquidity in the broader crypto market (source: Jihoon Song on Twitter, May 14, 2025). This trend supports Ethereum’s position as a foundational blockchain for enterprise-scale DeFi solutions, potentially increasing demand for ETH and related L2 tokens among traders.

According to Ki Young Ju, dark stablecoins are likely to emerge in the future, driven by the demand for censorship-resistant financial instruments. Ju highlights that Bitcoin, originating from the cypherpunk community, is inherently censorship-resistant and decentralized, making it impossible to control. In contrast, stablecoins serve as a crucial bridge between digital assets and fiat systems, requiring compliance with real-world regulations. The anticipated rise of dark stablecoins could introduce new assets with higher privacy and less regulatory oversight, potentially increasing volatility and risk in crypto markets while challenging existing regulatory frameworks. Traders should monitor emerging dark stablecoin projects, as their adoption and liquidity could impact Bitcoin and major stablecoin trading pairs. (Source: Ki Young Ju, Twitter, May 11, 2025)

According to BitMEX Research, decentralized finance (DeFi) platforms such as Ethereum have established a validated concept with strong competitive positioning and network effects. However, BitMEX Research emphasizes the challenges these platforms face in competing with Bitcoin, which remains a robust, distributed, and censorship-resistant form of electronic money.