Sharplink's CEO believes that the wave of stablecoins, Tokenize real assets (RWA), and the increasing involvement of sovereign wealth funds will be key drivers in a tenfold increase in Ethereum's TVL by 2026. This assessment was Chia by Joseph Chalom, CEO of Sharplink, as the Ethereum ecosystem enters a new expansion cycle, not only centered around traditional DeFi but also encompassing institutional finance and infrastructure-based on-chain applications.
According to Chalom's analysis, the global stablecoin market could reach approximately $500 billion by the end of 2026, reflecting the growing demand for stable digital assets used for payments, store of value, and bridging traditional finance with blockchain. Ethereum, as the largest smart contract platform currently available, is expected to continue to be the primary infrastructure for the majority of stablecoin supply, thereby driving a significant increase in the amount of assets locked on the chain .
Alongside stablecoins, the Tokenize real-world asset segment is also XEM as a pillar of Ethereum's long-term growth. Sharplink's CEO predicts that the value of Tokenize RWAs could reach $300 billion by 2026, with total Assets Under Management on the chain increasing tenfold compared to the present. This process is no longer limited to Tokenize individual funds, stocks, or bonds, but is expanding to Tokenize entire investment portfolios, creating more complex yet transparent financial structures thanks to blockchain. This is a trend being experimented with by many large financial institutions, especially in the context of rising operating costs and increasing global liquidation needs.
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Another noteworthy point is the growing interest from national investment funds. According to Chalom, the amount of ETH held by these funds, as well as the scale of Tokenize of related assets, could increase five to tenfold in the next few years. This reflects a shift in how large institutions view Ethereum, not just as an investment asset, but also as the technological infrastructure for next-generation financial products. Previously, many market reports indicated that large funds worldwide began experimenting with allocating Capital to crypto and blockchain, especially after the regulatory environment in the US and some regions became clearer in the post-election period of 2024.
Beyond traditional financial factors, the CEO of Sharplink also emphasized the Vai of emerging on-chain applications in driving activity on Ethereum. AI agents operating directly on the blockchain and prediction markets are expected to become widespread, generating transaction volume and demand for smart contracts on a large scale. Recently, decentralized prediction markets have seen a surge in volume , indicating that the need to combine data, artificial intelligence, and blockchain is gradually becoming mainstream.
