Hashdex is out with its 2026 crypto funding outlook, and the vibe is fairly clear: cease treating crypto like a bizarre side-bet and begin treating it like… an allocation. The agency’s CIO Samir Kerbage says “most traders” ought to be considering within the 5–10% vary, framing it as a practical response to a messier macro regime (sticky inflation threat, debt burdens, the 60/40 portfolio wanting much less like a regulation of nature and extra like a historic artifact).
Look, you’ll be able to debate the precise quantity, however Hashdex’s level is that the underweight has turn into the energetic resolution. Crypto is now “nicely above $3 trillion” in market cap and about 1% of the worldwide investable market by its math—that means a sub-1% allocation is principally a deliberate fade. Additionally they cite a Charles Schwab survey the place 45% of economic advisors stated they deliberate to allocate to crypto ETFs over the subsequent yr.
They usually’re not simply waving their arms. Hashdex runs a easy portfolio thought experiment: including crypto publicity (represented by the Nasdaq Crypto Index US) to a 60/40 improves risk-adjusted returns of their backtest window, with increased allocations juicing complete return whereas, sure, drawdowns get uglier. That trade-off isn’t hidden — it’s the entire level of sizing the place as an alternative of YOLO’ing it.
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However the meat of the report isn’t “purchase crypto as a result of quantity go up.” It’s three themes, three predictions — principally a roadmap for what they assume does the heavy lifting in 2026.
High 3 Crypto Predictions For 2026
First up: the “cryptodollar”. Hashdex argues stablecoins are beginning to do one thing geopolitically bizarre and financially consequential: whereas some sovereigns attempt to de-dollarize, stablecoins re-dollarize on the consumer and company stage, with issuers recycling that demand into short-duration Treasuries. Their baseline is stablecoins going from roughly $295 billion to nicely over $500 billion in 2026.
If that accelerates, they counsel it adjustments the form of Treasury demand — in a single state of affairs, stablecoin progress may shorten the typical length of US debt by round 4 months (as a result of the backing skews quick). That’s the sort of element bond individuals obsess over. Crypto individuals most likely ought to, too.
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Second: tokenization lastly appearing like a flywheel as an alternative of a convention slide. Hashdex factors to tokenized RWAs at roughly $36 billion as of late 2025 and says the market may develop 10x to about $400 billion by end-2026. Additionally they flag that tokenized Treasury payments have already climbed to over $8 billion, from slightly above $700 million two years earlier.
They namecheck real-world rollout examples — BlackRock’s liquidity fund, Franklin Templeton’s on-chain authorities cash fund, UBS’s tokenized VCC fund in Singapore, Siemens’ on-chain bond — as proof this isn’t simply crypto groups speaking to themselves anymore. “We’re not spending sufficient time speaking about how shortly we’re going to tokenize each monetary asset.”
Third: AI, however not the “add AI to the pitch deck” model. Hashdex says decentralized AI networks pulled almost $1 billion in enterprise funding in 2025, largely aimed toward issues like verification, coordination, and compute value. Their name is the “AI Crypto” section rising from about $3 billion to $10 billion in 2026.
The throughline is easy even when the plumbing isn’t: stablecoins deepen on-chain liquidity, tokenization pulls extra belongings onto rails, and AI pushes demand for crypto-native infrastructure that may confirm and coordinate and not using a single gatekeeper. Hashdex’s punchline is that 2026 is when “exploratory” turns into “strategic.” Not a tidy ending, certain — however markets not often provide you with one.
At press time, the full crypto market cap stood at $3.03 trillion.
Featured picture created with DALL.E, chart from TradingView.com
