Published: January 23, 2026 | Updated: January 23, 2026 | Tapbit RWA & Institutional Desk
In its latest 2026 thematic outlook report (published January 2026), BlackRock positions Ethereum as the dominant infrastructure layer for tokenized real-world assets (RWAs), forecasting it will capture 65–66% of the total tokenized asset market — significantly ahead of BNB Chain (~10%) and Solana (~5%). The bank describes Ethereum as the “toll road” for tokenization, benefiting from its mature DeFi ecosystem, developer tooling, Layer-2 scaling, and institutional-grade adoption (BlackRock’s own BUIDL fund already exceeds $2B AUM). Despite ETH trading near $2,946 (down ~40% from ATH), the outlook highlights structural tailwinds: $11B+ iShares ETH ETF inflows, JPMorgan’s tokenized fund expansion, Morgan Stanley’s ETF filing progress, and Bitmine’s recent $100M+ ETH treasury buy reducing circulating supply. This guide breaks down BlackRock’s thesis, the current RWA market share landscape, macro & on-chain drivers, and precise Tapbit trading strategies to position for the tokenization narrative in 2026.
BlackRock 2026 Outlook: Ethereum as the Tokenization Toll Road
BlackRock’s report emphasizes Ethereum’s unmatched position in tokenized RWAs — assets like real estate, bonds, private credit, and commodities brought on-chain. Key points:
- Ethereum captures 65–66% of tokenized asset value (as of early 2026 data)
- Competitors trail significantly: BNB Chain ~10%, Solana ~5%, others <20%
- Reasons for dominance: battle-tested smart contracts, largest developer community, robust Layer-2 scaling (Arbitrum, Optimism, Base), and institutional trust
- Stablecoin adoption (USDT/USDC on Ethereum) outpaces spot crypto volumes → real economic use-case
- Institutional momentum: BlackRock BUIDL fund >$2B AUM, JPMorgan tokenized deposits, Morgan Stanley ETF filing
Tokenized RWA Market Share Breakdown (Early 2026)
| Blockchain | Tokenized Asset Share | Key Strengths | Tapbit Trading Angle |
|---|---|---|---|
| Ethereum | 65–66% | DeFi maturity, L2 scaling, institutional trust | Long ETH/USDT perps on RWA growth |
| BNB Chain | ~10% | Low fees, Binance ecosystem | Monitor BNB/USDT for rotation |
| Solana | ~5% | High TPS, fast settlement | SOL/USDT perps for volatility |
| Others (Polygon, Avalanche, etc.) | <20% | Niche use-cases | Lower liquidity → higher risk |
Macro & On-Chain Drivers Supporting Ethereum’s Tokenization Lead
- Central-bank diversification: Record gold buying (~60 tonnes/month) mirrors shift to hard assets; ETH benefits as programmable collateral
- De-dollarization flows: BRICS initiatives, bilateral trade → stablecoins & tokenized bonds grow on Ethereum
- Staking supply reduction: Post-Pectra upgrade → lower issuance + lock-up → deflationary pressure
- Institutional inflows: $11B+ iShares ETH ETF AUM, Bitmine’s $100M+ ETH treasury buy
- Real yield suppression: Fed rate-cut expectations → favors yield-generating on-chain assets
Technical Outlook for ETH After BlackRock Report
Ethereum (ETH) – Current ~$2,946–$3,000
- Immediate Support: $2,900–$2,950 (psychological + recent low)
- Critical Support: $2,800–$2,850 (Fib 0.618 retracement)
- Resistance: $3,100–$3,200 (recent breakdown zone)
- Next Major Resistance: $3,500–$3,800 (prior consolidation)
- RSI (daily): ~45–50 → neutral, room for upside
Tapbit Trading Strategies for BlackRock ETH Tokenization Narrative
- Create your Tapbit account (0% maker fees)
- Deposit USDT via P2P or card
- Spot accumulation: DCA ETH/USDT on dips toward $2,800–$2,900
- Futures momentum: Long ETH/USDT perpetuals on break above $3,100 (20–50x leverage, isolated margin)
- RWA proxy play: Long ETH vs short SOL/BNB if Ethereum dominance expands
- Macro hedge: Pair ETH longs with XAU/USDT shorts if gold continues outperforming
- Risk control: Max 1–2% account risk per trade; use isolated margin & trailing stops
Conclusion
BlackRock’s 2026 outlook — forecasting Ethereum capturing 65–66% of tokenized real-world assets — reinforces ETH’s structural lead as the infrastructure layer for RWAs. With stablecoin volumes outpacing spot trading, institutional products (BUIDL, JPMorgan, Morgan Stanley) scaling, and supply pressure from staking & corporate treasuries (Bitmine $100M+ buy), the long-term thesis remains intact despite short-term pullbacks to $2,946.
Trade the ETH tokenization narrative on Tapbit:
Disclaimer: This article is for informational purposes only and does not constitute investment or trading advice. Cryptocurrency markets and tokenized assets are highly volatile and subject to regulatory, macroeconomic & technological risks. Always conduct your own research (DYOR) and never invest more than you can afford to lose completely.
