Former president of The ETF Retailer and present NovaDius Wealth Administration President, Nate Geraci, outlined Hashdex’s 2026 cryptocurrency forecast on X, discussing the destiny of stablecoins, tokenized property, and AI-driven crypto markets.
Based on the Hashdex forecast, the stablecoin market capitalization will double, tokenized real-world property will develop tenfold, and the investments within the exponentially rising “AI crypto” sector will balloon to a $10 billion valuation.
‘Cryptodollar’ to switch ‘petrodollar’ amid USD stablecoin adoption charges
Hashdex’s prediction for 2026 indicators that the stablecoin market may increase from $295 billion to greater than $500 billion. The economists propounded that whereas China and Russia proceed decreasing dependence on the US greenback, stablecoins are successfully “re-dollarizing” international finance within the UAE and Latin America.
2026 crypto predictions from @hashdex…
1) Stablecoins will double in market cap
2) Tokenized real-world property develop by issue of ten
3) “AI Crypto” market will develop to $10bil
Additionally now recommending a 5-10% crypto allocation for many traders. pic.twitter.com/2CfIXfT0Ea
— Nate Geraci (@NateGeraci) December 14, 2025
Funds through platforms reminiscent of PayPal in america, and USDC adoption in nations like Brazil, imply there may be sturdy worldwide reliance on dollar-backed digital currencies.
The excessive inflation and current-account deficits throughout the Vietnam Battle period weakened the greenback, prompting a 1971 suspension of greenback convertibility to gold. By 1973, main currencies started floating freely, and the oil embargo by OPEC later that 12 months took international vitality markets away from greenback dependency.
Half a century later, america has decreased its dependence on Saudi oil, whereas Center Jap nations now search entry to the USD stablecoin market.
In late November, Ripple’s dollar-backed stablecoin RLUSD gained clearance to be used throughout the Abu Dhabi World Market (ADGM) and is formally acknowledged as an Accepted Fiat-Referenced Token.
The regulatory approval permits licensed companies to conduct regulated actions with the RLUSD throughout the ADGM monetary ecosystem, including extra {dollars} in circulation available on the market.
Tokenization of real-world property accelerates
The 2026 forecast additionally talked about tokenized property as a development space, with market capitalization anticipated to surge from $36 billion to roughly $400 billion.
Monetary establishments, together with BlackRock, Franklin Templeton, UBS, and Siemens, are rebuilding infrastructure on blockchain to accommodate this transformation. The worldwide addressable marketplace for tokenized property is estimated at $664 trillion, emphasizing the sector’s long-term potential.
US-based regulatory developments, together with the GENIUS Act have satisfied extra nations to rethink their digital asset legal guidelines. Whereas the act initially addressed digital currencies, its subsequent part may affect different governments to scale back the friction monetary companies had confronted attempting to supply tokenized property to their clientele.
Cryptopolitan reported on Saturday that Pakistan signed a memorandum of understanding (MoU) with Binance to tokenize as much as $2 billion in state-owned property. The partnership additionally contains plans for a nationwide stablecoin and blockchain-based distribution of sovereign bonds, treasury payments, and commodity reserves reminiscent of oil, fuel, and metals.
Pakistani Finance Minister Muhammad Aurangzeb termed the MoU “an indication of reform to ship outcomes with pace and high quality.”
AI growth strengthens case for crypto funding
Synthetic intelligence is a catalyst for cryptocurrency development in itself, and Hashdex believes the AI crypto market may attain $10 billion in 2026. The crypto asset supervisor famous that blockchain expertise’s verification, coordination, and financial autonomy created alternatives for AI-driven investments.
AI chip gross sales have surged, exemplified by Nvidia’s $57 billion income within the three months ending October below the demand for processors utilized in AI coaching.
Nevertheless, as reported by the World Financial Discussion board, Google’s CEO Sundar Pichai stated “no firm could be immune” to an AI market bubble burst. This nervousness has tempered speculative urge for food for cryptos, with Bitcoin’s 30% worth decline since October inflicting panic of a broader market correction.
“We will look again on the Web proper now. There was clearly loads of extra funding, however none of us would query whether or not the Web was profound. I count on AI to be the identical. So I believe it’s each rational and there are components of irrationality by means of a second like this,” Pichai stated, talking to the BBC at Google’s California headquarters.
Nonetheless, Hashdex’s report confirmed that crypto represents roughly 1% of the worldwide investable market, and a 5% crypto allocation elevated annualized returns from 7.2% to eight.7% for a conventional 60/40 portfolio over the interval from April 2022 to September 2025.
Nate Geraci additional identified that 45% of economic advisors surveyed by Charles Schwab plan to allocate funds to crypto ETFs in 2026.
