Overview
- Hashdex projects stablecoins will grow from roughly $295 billion to more than $500 billion by 2026, driven by faster cross-border payments, with one scenario implying shorter average U.S. Treasury duration due to short-term collateral backing.
- The report forecasts tokenized real‑world assets expanding from about $36 billion to roughly $400 billion by end‑2026, citing live examples such as BlackRock’s liquidity fund, Franklin Templeton’s on‑chain money fund, UBS’s tokenized VCC in Singapore, and Siemens’ blockchain bond.
- Tokenized Treasury bills have already risen to over $8 billion from a little above $700 million two years earlier, which Hashdex frames as evidence that capital‑markets infrastructure is moving on‑chain.
- Hashdex expects the AI‑crypto segment to increase from about $3 billion to near $10 billion next year, with blockchain’s roles centered on verification, coordination, and incentives as decentralized AI ventures attracted close to $1 billion in 2025 funding.
- The firm recommends a 5%–10% long‑term allocation to crypto, citing portfolio tests that improved risk‑adjusted returns versus a 60/40 mix alongside deeper drawdowns, plus rising institutional signals such as 45% of advisors planning ETF exposure and regulatory steps like MiCA and the GENIUS Act.