Overview
- BlackRock’s 2026 Thematic Outlook names crypto and tokenization as key market drivers and highlights Ethereum as a likely beneficiary, citing roughly 65% of tokenized assets on the network at an early‑January snapshot.
- Fresh third‑party dashboards show the share is fluid, with RWA.xyz reporting Ethereum at about 59.84% of tokenized real‑world assets as of Jan. 22, underscoring measurement sensitivity and fast‑shifting issuance.
- On‑chain activity is surging, with Ethereum logging a record daily transaction count above 2.5 million in January, driven largely by growing USDC and USDT usage, according to Artemis.
- Larry Fink used the World Economic Forum stage to argue for moving tokenization onto shared rails and said a single common blockchain could reduce corruption, without naming a specific network.
- Institutional adoption continues to deepen as BlackRock’s IBIT surpasses $70 billion in AUM and its BUIDL fund grows into a multi‑billion tokenized money‑market product issued on Ethereum and other chains, while rollups like Arbitrum and Base highlight that execution and fees may accrue off‑chain even if Ethereum anchors settlement.