Ethereum’s whole worth locked (TVL) could surge ten-fold in 2026 as adoption expands throughout a number of use circumstances and institutional traders, in response to Sharplink’s co-CEO Joseph Chalom.
Sharplink Gaming is the second-largest public Ethereum treasury firm, holding 797,704 ETH (ETH), price roughly $2.33 billion on the time of publication, in response to Ethereum Treasuries knowledge.
“The stablecoin market will hit $500B by the tip of subsequent 12 months,” Chalom predicted in an X put up on Friday, as the overall stablecoin market capitalization presently sits at round $308.46 billion. A transfer to $500 billion would symbolize a rise of about 62%.
With over half of the overall stablecoin exercise (54%) happening on Ethereum, such an increase may doubtlessly contribute to a rise within the community’s TVL.
Tokenized RWA market to achieve $300 billion in 2026: Chalom
Chalom additionally expects tokenized real-world property (RWAs) to see important progress, forecasting the market will attain $300 billion in 2026. “Tokenized property will 10X in AUM in 2026, going from tokenizing particular person funds, shares, and bonds to full fund complexes,” Chalom stated.
He pointed to rising curiosity over the previous 12 months from monetary providers firms together with JPMorgan, Franklin Templeton, and BlackRock as a significant catalyst.
An rising TVL is usually seen as an indication of rising curiosity within the community, which may bolster market sentiment and doubtlessly affect the value of the asset. On the time of publication, Ethereum’s TVL is round $68.20 billion, in response to DeFiLlama.
Nonetheless, crypto analyst Benjamin Cowen stated on Tuesday that Ether is unlikely to hit new highs within the coming 12 months, given present situations for Bitcoin. On the time of publication, Ether is buying and selling at $2,924, down 3.12% over the previous 30 days, in response to CoinMarketCap.
Sovereign wealth fund eye elevated Ethereum holdings
Chalom anticipates Ethereum holdings and tokenization exercise by sovereign wealth funds to develop five- to tenfold over the subsequent 12 months.
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“In 2026 this may amplify meaningfully as aggressive dynamics take maintain. When nobody was prepared to the touch crypto from this pool of allocators, it was secure to remain sidelined,” Chalom stated.
Chalom additionally predicted that onchain AI brokers and prediction markets will “go mainstream,” which he stated will drive extra exercise and worth to the ecosystem.
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