According to Lex Sokolin, banks need compliant stablecoins, those stablecoins require secure networks, and those networks need ETH, establishing a direct linkage between bank adoption and ETH demand for network security and alignment (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949). He further states that proprietary EVM chains from Circle and Stripe are not a good idea, signaling a preference for leveraging ETH-secured networks over corporate-owned chains for compliant stablecoin scale (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949). For traders, this positions ETH as the primary asset underpinning secure settlement for bank-grade stablecoins, while corporate EVM chains face a negative assessment in this framework (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949).