Crypto analyst and investor Leo Lantza published a detailed forecast for Ethereum, calling 2026 a pivotal year for the network. In his view, the current outlook is the most bullish in the project's history, with a combination of regulatory, technological, and macroeconomic factors laying the foundation for the next growth phase.
Leo Lantza's Ethereum Forecast for 2026
Lantza emphasizes that it is not a single event but a combination of factors creating the foundation for Ethereum's potential growth. He highlights the simultaneous impact of regulatory changes in the US, accelerated technological development of the network, and a shift in the global macro cycle, which together make the outlook especially bullish.
Key Drivers of Ethereum Growth
CLARITY Act and Tokenization
The analyst identifies the adoption of the CLARITY Act as a key driver: according to him, this law should establish clear rules for asset tokenization and the DeFi ecosystem. Lantza believes that the lack of legal clarity was a barrier to institutional adoption, and the new legislation removes this major obstacle.
Technological Upgrades: Fusaka and BPO
Special attention in the forecast is given to technical updates — Lantza points to the recent Fusaka upgrade and the implementation of BPO, which significantly increase the throughput of blob space. According to him, this directly accelerates the scaling of L2 solutions and reduces data capacity constraints on the network.
Scaling Up to 72 Blobs
The analyst assures that by mid-2026, Ethereum could scale up to 72 blobs, linking this milestone to the start of mass asset tokenization by major players. These technological changes, in his opinion, create the infrastructure for the growth of new products based on the network.
Macroeconomic Conditions
Lantza expects US interest rates to begin declining in 2026, albeit at a moderate pace, and draws attention to the end of Jerome Powell's term. He estimates that a change in Federal Reserve leadership could alter the macroeconomic backdrop, which is significant for risk assets overall.
Ethereum Price Targets
As price targets, Leo Lantza names a range of $30,000 to $80,000 for Ether by January 2027. He emphasizes that precise timing is difficult, referencing historical global liquidity cycles lasting 620–700 days and a possible peak shift to mid-2027.
Why This Matters
Even for miners, the expert's forecast is important as it systematizes three areas of change: regulation, infrastructure upgrades, and macroeconomics. The adoption of the CLARITY Act removes regulatory barriers for institutional products, while technological upgrades increase network throughput, collectively creating a more favorable environment for mass adoption.
In practice, this means that if these scenarios materialize, the network may experience growth in activity and data volumes related to tokenization and L2. Lantza notes timing uncertainty, so changes may not happen all at once and could gradually impact the market.
What to Do?
If you operate from one to a thousand devices, focus on a few simple steps to prepare for possible network changes. First, monitor official announcements regarding the CLARITY Act and network technical updates to update nodes and mining software promptly.
- Check compatibility and timely updates of node software and mining equipment.
- Assess mining profitability and electricity costs as network activity changes.
- Monitor fees and load on L2 solutions, which affect pool operations and transaction flows.
- Maintain contingency plans for high volatility and respond quickly to important network updates.
For additional context, it is useful to compare opinions from various analysts and market reports to form your own operational strategy. For example, the article Ethereum Price Forecast for 2026: Analysts' Opinions compiles other assessments, and the overview Ben Cowen's Perspective offers additional market forecast insights.
FAQ
What exactly did Leo Lantza say? According to Lantza, 2026 could be a turning point for Ethereum due to a combination of regulatory, technological, and macroeconomic factors; he describes the current outlook as the most bullish in the network's history and provides a price range through January 2027.
Which technological upgrades did he mention? The forecast names the Fusaka upgrade and BPO implementation, which, according to the analyst, significantly increase blob space throughput and accelerate L2 scaling.
What is the target price range? Lantza cites a range from $30,000 to $80,000 by January 2027 and notes the difficulty of precisely timing price movements.
Additional materials on forecasts and analysis can be found in the review of contradictions in Fundstrat analytics, which examines alternative price movement assessments.