Joseph Chalom, co-CEO of SharpLink, has predicted that the total value locked on Ethereum (TVL) will increase tenfold by 2026.
In a December 26 wireChalom cited the growing stablecoin, tokenized RWA (real-world assets), and prediction market segments as the catalysts for that expected rise.
Stablecoin space will reach $500 billion by the end of 2026
Stablecoins have seen substantial growth this year, with the market capitalization for these tokens surpassing $300 billion for the first time this year.
Market capitalization of Stablecoin (Source: DefiLlama)
The stablecoin space’s momentum got a boost after US President Donald Trump signed the GENIUS Act into law in July, bringing some long-awaited regulatory clarity to the space.
Chalom expects the stablecoin space to continue its growth and reach a market capitalization of $500 billion by the end of 2026. This could lead to more value flowing to the Ethereum blockchain, which has a more than 53% share of the stablecoin market.
“Global use cases for stablecoins, including cross-border fund transfers, retail payments and institutional transactions, will continue to grow, with Ethereum establishing itself as the fundamental settlement layer for the movement of value,” the co-CEO said.
“From the issuance stables of JPM and PayPal to Japan and South Korea announcing their local currency versions – and EU banks agreeing to issue – there are major players set to enter the scene in 2026,” Chalom added.
He then said that the adoption of stablecoins at every institution will lay the foundation for broader cryptocurrency adoption.
The tokenized RWA market will grow as prediction markets and on-chain AI agents become mainstream
Along with stablecoins, Chalom predicted that the market for tokenized assets will rise 10x next year. He said a range of assets will be tokenized on-chain, ranging from individual funds, stocks and bonds to “entire fund complexes.”
2/ Tokenized RWAs will reach $300 billion by 2026.
Tokenized assets will reach 10x their AUM by 2026, ranging from tokenizing individual funds, stocks and bonds to entire fund complexes.
As Goldman Sachs and BNY Melon collaborate on tokenized money market and liquidity funds on blockchain…
— Joseph Chalom (@joechalom) December 26, 2025
Chalom then mentioned efforts by Goldman Sachs and BNY Mellon to tokenize money market and liquidity funds on blockchain rails. He also noted that Franklin Templeton and BlackRock have expressed their intention to take similar steps.
The SharpLink co-CEO then shifted his attention to prediction markets and on-chain AI agents, two sectors that he believes will “go mainstream” and drive “significant activity on Ethereum.”
Sovereign wealth fund positions will increase by a factor of 5 to 10
According to Chalom, sovereign wealth funds are also expected to increase their ETH holdings by a factor of 5-10.
“As onchain activity booms, we will see sovereign wealth funds’ ETH holdings increase incrementally as they gain exposure to the ‘trustware’ assets securing Ethereum, where most of the innovation is concentrated,” he said.
3/ ETH ownership and tokenization by sovereign wealth funds will increase 5-10x.
As onchain activity increases, we will see sovereign wealth funds’ ETH holdings increase incrementally as they gain exposure to the “trustware” assets that secure Ethereum, where the majority of…
— Joseph Chalom (@joechalom) December 26, 2025
He noted that pensions, endowments and one of the world’s largest sovereign wealth funds gained access to crypto for the first time this year through ETF (exchange-traded funds) and spot purchases. “By 2026, this will increase significantly as competitive dynamics emerge,” Chalom predicted.
SharpLink generates 460 ETH on wagering rewards
SharpLink is the second largest corporate ETH holder globally with 863.02K tokens on its balance sheet, according to facts from StrategicETHR Reserve. At current prices, these assets are valued at approximately $2.53 billion.
Earlier this week the company made announced that it generated 460 ETH in wagering rewards last week. This has brought SharpLink’s total cumulative wagering rewards to 9,701 ETH since the company launched its treasury.
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