Ethereum’s complete worth locked (TVL) might surge ten-fold in 2026 as adoption expands throughout a number of use instances and institutional buyers, in accordance with Sharplink’s co-CEO Joseph Chalom.
Sharplink Gaming is the second-largest public Ethereum treasury firm, holding 797,704 ETH (ETH), value roughly $2.33 billion on the time of publication, according to Ethereum Treasuries information.
“The stablecoin market will hit $500B by the top of subsequent yr,” Chalom predicted in an X publish on Friday, as the overall stablecoin market capitalization at the moment 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 might probably contribute to a rise within the community’s TVL.
Tokenized RWA market to succeed in $300 billion in 2026: Chalom
Chalom additionally expects tokenized real-world belongings (RWAs) to see important development, forecasting the market will attain $300 billion in 2026. “Tokenized belongings will 10X in AUM in 2026, going from tokenizing particular person funds, shares, and bonds to full fund complexes,” Chalom mentioned.
He pointed to rising curiosity over the previous yr 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 might bolster market sentiment and probably affect the worth of the asset. On the time of publication, Ethereum’s TVL is round $68.20 billion, according to DeFiLlama.
Nonetheless, crypto analyst Benjamin Cowen mentioned on Tuesday that Ether is unlikely to hit new highs within the coming yr, 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, according 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 yr.
Associated: Ethereum in 2026: Glamsterdam and Hegota forks, L1 scaling and more
“In 2026 it will 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 mentioned.
Chalom additionally predicted that onchain AI brokers and prediction markets will “go mainstream,” which he mentioned will drive extra exercise and worth to the ecosystem.
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