BlackRock lists cryptocurrencies and tokenization as market drivers for 2026

Source: PortaldoBitcoin Original Title: BlackRock places cryptocurrencies and tokenization as themes that will drive markets in 2026 Original Link: BlackRock, the world’s largest asset manager, lists cryptocurrencies and tokenized assets as one of the major themes driving the markets in 2026 in its “2026 Theme Outlook” report. The report analyzes the main forces expected to propel the market, emphasizing artificial intelligence, energy, and infrastructure, while also reinforcing Bitcoin, Ethereum, and stablecoins as digital assets, now viewed as part of a structural shift.

BlackRock states in the report, “Themes continue to drive markets in unprecedented ways,” explicitly mentioning the convergence of technology, geopolitics, and new investment access methods.

Against this backdrop, blockchain technology becomes a tool for modernizing financial infrastructure and expanding access to different asset classes, including through public, private, and tokenized exposures.

One of the highlights of the report is BlackRock’s iShares Bitcoin Trust (IBIT), whose spot Bitcoin ETF is identified as the fastest-growing product among exchange-traded products. According to BlackRock, the fund has surpassed $70 billion in assets under management in less than a year of trading, indicating ongoing institutional investor interest in gaining Bitcoin exposure within broader thematic strategies.

In addition to Bitcoin, the report also emphasizes progress in tokenization, defined as the digital representation of real-world assets on blockchain networks. Stablecoins are listed as the most prominent example of this movement, as they enable traditional assets to flow natively within digital infrastructure.

“In our view, as tokenization continues to grow, opportunities to access assets beyond cash and U.S. Treasuries via blockchain will also expand,” the report states.

In this process, the company highlights Ethereum as one of the main potential beneficiaries. Data presented in the report shows that over 65% of existing tokenized assets are on the Ethereum network, reinforcing blockchain’s role as a global “toll road” for tokenization. The document also notes that stablecoin trading volume has surpassed that of traditional crypto assets, indicating more practical applications of the technology.

The language used by BlackRock suggests that the company views digital assets as part of a “grand force” reshaping the global economy. Alongside artificial intelligence, geopolitical fragmentation, and large infrastructure investments, cryptocurrencies and tokenization appear as elements that could influence how portfolios are built and managed in the coming years.