Ethereum TVL Will Increase ’10X’ By 2026: Sharplink CEO
According to Joseph Chalom, Co-CEO of Sharplink, Ethereum's total value locked (TVL) will increase tenfold by 2026 as adoption expands across multiple use cases and institutional investors.
Sharplink Gaming is an Ethereum treasury company with a holding of 797,704 ETH (ETH) and a valuation of approximately $2.33 billion.
“The stablecoin market will hit $500B by the end of next year,” Chalom predicted in a X post on Friday, as the total stablecoin market capitalization currently sits at around $308.46 billion. A shift to $500 billion represents a growth of 62%.
With more than half of all stablecoin activity (54%) taking place on Ethereum, such an increase could contribute to the network's TVL increase.
Tokenized RWA Market to Reach $300 Billion by 2026: Chalom
Chalom also expects to see significant growth in tokenized real world assets (RWAs), with the market forecast to reach $300 by 2026. “Tokenized assets will be 10X in AUM in 2026, starting from the tokenizing of individual funds, stocks, and bonds up to the full fund complex,” Chalom said.
Financial services companies including JPMorgan, Franklin Templeton and BlackRock pointed to rising demand last year as a key driver.
An increasing TVL is usually a sign of growing interest in the network, which can strengthen market sentiment and affect the value of the property. At the time of publication, Ethereum's TVL is around $68.20 billion, according to DeFillama.
However, crypto analyst Benjamin Cowen said on Tuesday that Ether is unlikely to reach new highs next year, given current conditions for Bitcoin. According to CoinMarketCap, at the time of publication, Ether is at $2,924, down 3.12% in the last 30 days.
Sovereign Wealth Fund Eye Increases Ethereum Holdings
Chalom expects Ethereum holdings and token activity to grow five to tenfold over the next year at the sovereign wealth fund.
Related: Ethereum in 2026: Glumsterdam and Hegota Forks, L1 Scaling and More
“This will increase meaningfully in 2026 when competitive dynamics take hold. It's okay to stay on the sidelines when no one is willing to touch a crypto from this allocation pool,” Chalom said.
Chalom predicted that onchain AI agents and predictive markets will “go mainstream,” bringing more mobility and value to the ecosystem.
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