A surge in stablecoins, tokenized RWAs and growing sovereign wealth fund interest could drive a major increase in Ethereum’s TVL in 2026, Sharplink’s co-CEO said. Ethereum’s total value locked (TVL) may surge ten-fold in 2026 as adoption expands across multiple use cases and institutional investors, according to Sharplink’s co-CEO Joseph Chalom. Sharplink Gaming is the second-largest public Ethereum treasury company, holding 797,704 ETH (ETH), worth roughly $2.33 billion at the time of publication, according to Ethereum Treasuries data. “The stablecoin market will hit $500B by the end of next year,” Chalom predicted in an X post on Friday, as the total stablecoin market capitalization currently sits at around $308.46 billion. A move to $500 billion would represent an increase of about 62%. Read more
The lowdown on how the switchover to ZK-proofs is expected to work this year as part of Ethereum’s plan to scale to 10,000 TPS. 2026 is a pivotal year for Ethereum. The first Ethereum validators will process tiny zero-knowledge (ZK) proofs instead of reexecuting transactions. This unlocks immediate scaling benefits for the layer 1 and sets it on the path toward 10,000 transactions per second (TPS). Researcher Justin Drake demonstrated that validating proofs on an old laptop is already possible at EthProofs Day at Devconnect in November. One in 10 validators are expected to make the switch to ZK before the end of the year. It’s a complete overhaul of the fundamental way the blockchain works: comparable in scale to the Merge in 2022, when Ethereum successfully switched from proof-of-work to proof-of-stake. Read more
If Ether manages to reclaim its all-time high in 2026, it may just be a “bull trap,” says crypto analyst Ben Cowen. Ethereum is unlikely to hit new highs in the coming year, given the current conditions for Bitcoin, says crypto analyst Benjamin Cowen. “If Bitcoin truly is truly in a bear market, which is what it feels like, it would be kind of hard for Ethereum to go up there,” Cowen said on the Bankless podcast on Tuesday. It comes after veteran trader Peter Brandt predicted on Dec. 19 that Bitcoin could fall as low as $60,000 by the third quarter of 2026. Read more
The coming year will see perfect parallel processing, big increases in the gas limit and number of data blobs, and 10% of Ethereum’s network switching to ZK. The coming year is set to be crucial for Ethereum scaling. In 2026, the Glamsterdam fork will bring perfect parallel processing to the chain and ratchet up the gas limit to 200 million, up from 60 million today. A significant number of validators will switch over from reexecuting transactions to verifying zero-knowledge (ZK) proofs instead. This sets the Ethereum layer 1 on a path to scale up to 10,000 transactions per second (TPS) and potentially beyond, though that target won’t be hit in 2026. Meanwhile, data blobs will increase (potentially up to 72 or more per block), enabling the layer 2s (L2s) to process hundreds of thousands of transactions per second. L2s are becoming easier to use as well; ZKsync’s recent Atlas upgrade allows funds to stay on mainnet but trade in the fast execution environment of chains in ZKsync’s Elastic Network. The planned E...
Dragonfly’s Rob Hadick says “there’s a lot of room” in crypto for more than one blockchain as networks race to win market share of tokenized assets. Solana and Ethereum will both thrive in the tokenization race and neither blockchain will push the other out of the space, says Dragonfly general partner Rob Hadick. “They are both Facebook,” Hadick told CNBC’s “Squawk Box” on Wednesday, when asked which blockchain will gain market dominance like social media platform Facebook or fall behind like the once-popular MySpace. Hadick said that with growing interest in tokenization and increasing economic activity onchain, there’s room for multiple blockchains to coexist. Read more
Trend Research’s 46,379 ETH purchase vaults the private company into the top tier of ETH treasuries, behind only SharpLink Gaming and BitMine Immersion Technologies. Trend Research purchased 46,379 Ether (ETH) on Wednesday to raise its holdings to about 580,000 ETH, making it larger than most public Ethereum treasuries tracked by CoinGecko. Only two listed companies, SharpLink Gaming and BitMine Immersion Technologies, currently report bigger ETH balances, with 859,853 ETH and 4,066,062 ETH, respectively. Trend Research is not a publicly listed company and therefore does not appear in most Ethereum treasury rankings. Still, it has drawn industry attention for its rapid ETH accumulation. Read more
Ethereum is increasingly powering tokenized money, faster settlement and regulated onchain infrastructure — even as institutions avoid naming it outright. Wall Street’s adoption of Ethereum is closely tied to its ability to automate settlement through smart contracts, reducing reliance on slow, manual reconciliation processes. Stablecoins and tokenized dollars now serve as a primary entry point for banks, allowing regulated US dollar transfers to move continuously on Ethereum-based rails. Financial institutions often avoid naming Ethereum directly, instead describing it as neutral blockchain infrastructure that supports compliant financial systems. Read more
Synthetix founder Kain Warwick expects other perpetual decentralized exchanges to follow Synthetix back to Ethereum, which is faster than ever. Perpetuals trading platform Synthetix is returning to Ethereum’s mainnet, with its founder arguing the network is now more than capable of supporting high-frequency financial applications after years of network congestion drove derivatives activity elsewhere. “By the time perp DEXs became a thing, the mainnet was too congested, but now we can run it back,” Synthetix founder Kain Warwick told Cointelegraph during an interview on Wednesday. “It’s kind of crazy that there really hasn’t been a Perp DEX on mainnet,” he added, explaining that reduced demand after the perp DEX exodus, combined with ongoing scaling improvements, has made Ethereum layer 1 more viable again. Read more
Ethereum could see another rise in transaction speed in January, with developers considering raising the gas limit to 80 million after the next blob parameter-only hard fork. Transaction throughput on the Ethereum network is set to be boosted again next month, with developers aiming to increase Ethereum’s gas limit from 60 million to 80 million in January. Christine Kim, vice president of the research team at Galaxy Digital, shared a summary of the All Core Developers meeting on Monday, in which Nethermind representatives said developers should be ready to move forward with a gas limit increase after the next BPO hard fork on Jan. 7. Ethereum Foundation developer operations engineer Barnabas Busa, however, noted that two client-level optimizations are needed before another increase in the block gas limit — namely, partial blob responses on the execution layer and the max blobs flag on the consensus layer. Read more
Is Bitcoin headed towards the mid-$70,000s for Christmas? Crypto With James says a new ATH for Ethereum is still on the cards. Trade Secrets. Welcome to Trade Secrets Bitcoin and Ether price predictions from top analysts, along with options data, sentiment analysis and prediction markets to determine what they can tell us about the months and years ahead. As Bitcoins price hovers around the $86,000 level, analysts are split on where the worlds largest cryptocurrency will land by year-end. Institutional buying for Bitcoin will need to increase over the next week or so to see any meaningful movement in the price by Dec. 31, Capriole Investments founder Charles Edwards tells Magazine. Read more