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Major institutions are diverging on Ethereum's trajectory. One analyst sees ETH correcting to $7,500 in the near term through 2026, but turns notably optimistic for the longer horizon—projecting $30,000 by 2029 and climbing to $40,000 by 2030. The split between bearish near-term and bullish multi-year outlook raises questions: are these targets grounded in fundamental cycles and on-chain adoption patterns, or do they reflect institutional positioning? The gap between 2026's pessimism and 2029's rally forecast is worth examining. What's your take—does the timeline check out against current ETH fundamentals?