Ethereum TVL could 10x by 2026, Sharplink CEO says amid RWA gains
Ethereum’s total value locked (TVL) could increase tenfold in 2026 as adoption broadens across stablecoins, tokenized real-world assets (RWAs), and institutional allocators, according to Sharplink co-CEO Joseph Chalom.
Sharplink Gaming is the second-largest publicly listed holder of Ether, with 797,704 ETH valued at approximately $2.33 billion at the time of publication, based on Ethereum Treasuries data.
Chalom said in an X post on Friday that the stablecoin market could reach $500 billion by the end of next year. The combined stablecoin market capitalization is currently about $308.46 billion, implying an increase of roughly 62% if that forecast materializes.
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With 54% of all stablecoin activity occurring on Ethereum, a larger stablecoin market could add to the network’s TVL.
Chalom projects tokenized RWA market at $300 billion in 2026
Chalom also anticipates substantial expansion in tokenized RWAs, estimating the market will reach $300 billion in 2026. He expects tokenized assets under management to “10X” that year, moving from tokenizing individual funds, equities, and bonds to entire fund complexes. He cited growing engagement from financial firms, including JPMorgan, Franklin Templeton, and BlackRock, over the past year as a key driver.
Rising TVL is commonly viewed as an indicator of increased network use and can influence market sentiment. Ethereum’s TVL stands at around $68.20 billion, according to DeFiLlama at the time of publication.
However, crypto analyst Benjamin Cowen said on Tuesday that Ether is unlikely to set new highs next year under current market conditions for Bitcoin. At the time of publication, Ether is trading at $2,924, down 3.12% over the past 30 days, per CoinMarketCap.
Ether is down 12.36% over the past 12 months. Source: CoinMarketCap
Sovereign wealth funds seen increasing Ethereum exposure
Chalom expects sovereign wealth funds to expand both their Ethereum holdings and tokenization efforts by five- to tenfold over the next year. He added that competitive dynamics could intensify in 2026, noting that many allocators previously avoided crypto and opted to remain on the sidelines.
He also forecast that onchain AI agents and prediction markets will enter mainstream use, which he said would lift overall activity and value in the ecosystem.
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