BlackRock lists cryptocurrency and tokenization as a "market-driving theme" for 2026.

PANews reported on January 21st that, according to CoinDesk, asset management firm BlackRock, in its 2026 Thematic Outlook report, listed cryptocurrencies and asset tokenization as a significant trend driving the market in unprecedented ways. The company specifically mentioned Bitcoin, Ethereum, and stablecoins, viewing them as part of a broader market transformation force. The report noted that BlackRock's Spot Bitcoin ETF (IBIT) has become the fastest-growing exchange-traded product in history, with net assets exceeding $70 billion, reflecting investors' continued commitment to Bitcoin as part of their thematic portfolios. Simultaneously, the report emphasized the growing attention asset tokenization is receiving, a process that is changing how investors access the market, with stablecoins being an early example of tokenized assets.

BlackRock believes that as the tokenization trend continues, opportunities to access assets beyond cash and U.S. Treasuries through blockchain will increase. The report specifically points out that the Ethereum blockchain, due to its widespread use in building decentralized applications and token infrastructure, is poised to benefit from the development of tokenization. This indicates that BlackRock views digital assets as part of a larger "transformative force" encompassing artificial intelligence, geopolitics, and global infrastructure.