COINOTAG News, reporting on December 27, highlights a cadre of demand catalysts for Ethereum: a surge in stablecoins, expanding tokenized real-world assets (RWAs), and rising sovereign wealth fund engagement. Analysts estimate these trends could lift Ethereum‘s total value locked (TVL) and lift the stablecoin market toward the $500 billion milestone by 2026.

The piece projects tokenized RWAs reaching $300 billion by 2026, with assets under management for tokenized vehicles expanding tenfold. The tokenization trend could migrate from individual funds, stocks, and bonds to full portfolios. SWFs wielding ETH and the scale of tokenization are expected to grow five to ten times, supported by growing interest from JPMorgan Chase, Franklin Templeton, and BlackRock.

In related liquidity moves, SharpLink disclosed an on-chain action this morning: unstaking 35,627 ETH valued at about $104.4 million, a signal of shifting staking dynamics amid evolving DeFi and institutional participation.