#稳定币市场发展 The data from SharpLink is quite interesting—nodes that unstake 35,627 ETH are predicting a 10x increase in ETH TVL by 2026, and this timing is worth pondering.

Let's break down the data: stablecoin market cap reaching 500 billion, RWA tokenization hitting 300 billion, and sovereign wealth funds increasing their holdings by 5-10 times—these three increments are indeed sufficient to drive a significant increase in TVL. But the key question is—when will these growths truly materialize into on-chain capital locking?

From now until the end of 2026, which is a little over a year away, the timeline looks like this:
- Stablecoin growth is relatively controllable; the liquidity base of USDT/USDC is already established
- RWA part is more about issuance; the on-chain scale still needs observation
- Participation of sovereign wealth funds depends on further clarification of regulatory frameworks

My judgment is that this expectation is somewhat optimistic but not wishful thinking. The crucial point is to track actual capital flows—monitor whale wallets, TVL changes in staking contracts like Lido/Rocket Pool, and real holdings data from mainstream institutions. It's too early to draw conclusions now, but 2026 will definitely be an important observation window.