According to Sharplink co-CEO Joseph Chalom, Ethereum’s total value locked (TVL) could augment tenfold in 2026 as adoption increases among multiple apply cases and institutional investors.
Sharplink Gaming is the second largest public Ethereum treasury holding 797,704 ETH (ETH), worth approximately $2.33 billion at time of publication, According to to Ethereum Treasuries data.
“The stablecoin market will reach $500 billion by the end of next year,” Chalom predicted in post X on Friday, as the current total stablecoin market capitalization sits at approximately $308.46 billion. Moving to $500 billion would mean an augment of about 62%.
With over half of total stablecoin activity (54%) taking place on Ethereum, such growth has the potential to contribute to an augment in the network’s TVL.
Tokenized RWA market will reach $300 billion in 2026: Chalom
Chalom also expects significant growth in tokenized real assets (RWA), forecasting that the market will reach $300 billion in 2026. “Tokenized assets will grow 10x in AUM in 2026, ranging from tokenization of single funds, stocks and bonds to full fund complexes,” Chalom said.
He emphasized that the main catalyst was the growing interest from financial services companies last year, including JPMorgan, Franklin Templeton and BlackRock.
Rising TVL is often seen as a sign of growing interest in the network, which can improve market sentiment and potentially impact the price of the asset. At the time of publication, Ethereum’s TVL is approximately $68.20 billion, According to to DeFiLlama.
However, cryptocurrency analyst Benjamin Cowen said on Tuesday that Ether is unlikely to reach modern highs in the coming year given the current conditions for Bitcoin. At the time of publication, Ether is trading at $2,924, down 3.12% over the past 30 days, According to to CoinMarketCap.
The sovereign wealth fund’s eye has increased its stake in Ethereum
Chalom predicts Ethereum shares and sovereign wealth fund tokenization activities will grow five to tenfold over the next year.
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“In 2026, this situation will strengthen significantly as competitive dynamics strengthen. When no one wanted to touch the cryptocurrencies in this allocator pool, it was safe to stay on the sidelines,” Chalom said.
Chalom also predicted that onchain AI agents and prediction markets will “go mainstream,” which he believes will augment the activity and value of the ecosystem.
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