Written by: Blockchain Knight

Recently, the Ethereum Foundation tweeted that "Ethereum is the preferred choice for global financial institutions," citing 35 cases as evidence and directing to an institutional portal website containing real-time network metrics and databases.

This move is not a conventional developer announcement but rather a typical institutional marketing action, with the core aim of competing for narrative control over the institutional settlement layer.

At this time, competitors like Solana are rising in the field of institutional tokenization, while Ethereum is facing a slowdown in development, and the Foundation's proactive statement is a strategic response to this situation.

This narrative shift stems from structural adjustments within the Ethereum Foundation. In 2025, the Foundation will list "Communication and Marketing" as a core management area, appointing dedicated personnel to oversee it, marking a transition from decentralized developer-oriented communication to coordinated institutional-facing promotion.

This tweet is essentially a traffic-driving action for the institutional landing page, supported by a complete set of marketing infrastructure rather than a temporary response.

Two major external pressures are forcing the Foundation to break its silence.

First is the competitive front, where enterprise blockchain platforms like the R3 consortium are collaborating with Solana to advance institutional tokenization, directly challenging Ethereum's default status as the settlement layer; in the RWA market, Solana and BNB Chain have far outpaced Ethereum in growth rates, although their total shares are still less than Ethereum's, the speed of growth raises concerns.

Second is the public opinion front, where mainstream media describes Ethereum as experiencing a "midlife crisis," questioning its ability to maintain dominance against faster and cheaper competitors. Such statements precisely reach the decision-makers of Ethereum's target institutions, increasing the cost of reputation.

The 35 cases cited by the Foundation include verifiable institutional applications, such as Fidelity, JPMorgan, and Société Générale launching tokenized products and stablecoin applications on Ethereum and layer two networks.

The current institutional tokenization market has already reached a scale, with Ethereum's ecosystem accounting for $188 billion of the total global stablecoin market capitalization of $311 billion, and the total value of RWA exceeding $21.6 billion. "Which blockchain will win the institutional market" has become a core competitive issue.

Ethereum still possesses structural advantages such as liquidity, DeFi ecosystem, and developer base, but the narrative shift may trigger a transfer of liquidity and developers, creating a self-fulfilling prophecy.

The key significance of this action lies in the Ethereum Foundation formally recognizing narrative control as an organizational capability, rather than merely a developer evangelism.

Whether this strategy will be effective does not hinge on the quality of the cases but on whether the assertion that "Ethereum is the default institutional settlement layer" can withstand competitive layouts from rivals and the negative narratives from mainstream media.

The Foundation hopes that proactive narrative management will prevent cognitive divergence from reality, but the risk lies in the fact that while defending the narrative, the competitive landscape of the market may have quietly changed.

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