SharfLink’s CEO Joseph Shalom said that stablecoins, tokenized real-world assets (RWA), and sovereign wealth funds would be the drivers of Ethereum’s TVL growing tenfold by 2026. Shalom noted that increasing interest in stablecoins, tokenized RWAs, and sovereign wealth funds could enable a tenfold rise in Ethereum’s TVL by 2026.
Shalom predicts the stablecoin market could reach $500 billion by the end of 2026. Tokenized RWAs could reach $300 billion by 2026. The scale of tokenized assets under management could increase tenfold, expanding from tokenizing individual funds, equities, and bonds to tokenizing entire fund portfolios.
Sovereign wealth funds’ holdings of ETH and the scale of their tokenization could rise fivefold to tenfold. SharfLink’s analysis highlights that Ethereum’s total value locked could expand tenfold by 2026, driven by three key forces: the growing stablecoin sector, the tokenization of real-world assets (RWA), and heightened interest from sovereign wealth funds.
The convergence of these factors is expected to accelerate on-chain activity across the Ethereum ecosystem. Stablecoins are forecast to reach about $500 billion by the end of 2026, while tokenized RWAs could hit roughly $300 billion, with the scale of tokenized asset management increasing tenfold.
This shift would move tokenization from isolated fund, equity, and bond tokenization to broad portfolio-level tokenization, reshaping how assets are managed on-chain. Additionally, sovereign wealth funds’ Ethereum holdings and tokenization capabilities are projected to grow fivefold to tenfold, further fueling demand for ETH and related tokenized assets. As on-chain AI agents and prediction markets become mainstream, they are expected to drive heightened activity and liquidity on the Ethereum platform.
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