Ethereum TVL to Rise by 2026 on Stablecoins, Tokenized RWAs, and SWF Interest

Stablecoins, tokenized real-world assets, and sovereign wealth fund activity could lift Ethereum’s TVL to new highs by 2026, with stablecoins near $500B and tokenized assets in the hundreds of billions.

Rich by Coin

2025-12-28

SharpLink Gaming co-CEO Joseph Chalom said on Twitter that rising stablecoins, tokenized RWAs, and growing interest from sovereign wealth funds could significantly lift Ethereum’s total value locked (TVL) by 2026, with the stablecoin market projected to reach about $500 billion. He added that tokenized RWAs could reach $300 billion by 2026, and the assets under management in tokenized form could rise tenfold, expanding from tokenized funds, stocks, and bonds to full portfolio tokenization. The Sovereign Wealth Fund’s ETH holdings and the scale of tokenization are expected to increase by five to ten times.

Over the past year, financial services firms such as Morgan Stanley, Franklin Templeton, and BlackRock have heightened their interest in Ethereum, a development described as a major catalyst. Notably, SharpLink unstaked 35,627 ETH this morning, valued at roughly $144 million.