Bernstein: Why Ethereum ETF Staking Approval Could Boost ETH

• Bernstein has gone long on ETH, citing a likely approval of the ETF’s staking yield as the reason.
• Other catalysts include positive ETH ETF flows and increased institutional interest.

Bernstein analysts are bullish on Ethereum (ETH), noting that a likely approval of staking for an ETH ETF in the US under the Trump administration could act as a key catalyst.

The research and brokerage firm also identified three additional catalysts for Ethereum, suggesting that its recent relative underperformance presents an attractive yield opportunity.

“We believe the risk-reward ratio looks attractive given ETH’s recent underperformance.”

Unlike the Hong Kong ETH ETF, which includes staking options, products in the US were not permitted to offer staking yields back in July.

The analysts speculated this situation could change with a new Trump administration, potentially creating appealing yields due to anticipated Fed rate cuts.

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“ETH staking yield may be coming soon… We believe it is likely to be approved by a newer crypto-friendly SEC during Trump 2.0. In an environment with falling interest rates, we find today’s 3% yield from ETH potentially advantageous.”>
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<p id=”” caption-attachment-448646 >Source: The Block In May, Galaxy Digital’s Mike Novogratz predicted similar trends with potential timelines ranging from mid-2025 to 2026.</ span > & lt; / p >
<p > According to analysts’ estimates; should ETF staking gain approval it may bump current rates up from approximately 3%to between 4%-5%, possibly drawing greater institutional interest towards altcoins.

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Finally; given their high level of confidence—the trust bestowed upon its network—from both retail and institutional investors stands out—having significant implications towards bolstering prices within Ethereum markets via projected TVL persisted around ($89 billion).&nbsp

At press time EBITDA appears valued at $3.6k reflecting incremental uptick post-increases amounting approximately (%)47 over past intervals month-ended<
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