BlackRock 2026 Outlook, essentially one sentence:

Cryptocurrency has entered the global long-term asset allocation system and is no longer marginal speculation.
On the trend level, the size of US thematic funds has grown 11 times over the past decade. Now, crypto is officially alongside AI and financial infrastructure, completing its identity switch.
Regarding Bitcoin, IBIT has become the fastest-growing ETP in history. BTC is viewed as a long-term allocation asset rather than a trading chip.
AI drives structural demand. It's not about increasing users, but a surge in task complexity, leading to a closed loop: computing power → data centers → energy.
Technology and geopolitics are converging. AI, cybersecurity, and national defense all point to “digital infrastructure = strategic asset.”
Asset tokenization enters the next phase. The feasibility of stablecoins is being validated, with real growth coming from the on-chainization of a broader range of assets.
Ethereum is capturing infrastructure premiums. Over 65% of tokenized assets are deployed on the ETH ecosystem, making it the underlying of financial markets.
The key is timing. Traditional financial clearing and settlement systems are under pressure and struggle to adapt to 24/7 global capital flows. Blockchain is filling the gap.
The conclusion is clear:
By 2026, the core will no longer be the “Shanzhai season,” but the systemic linkage of AI → energy → infrastructure → tokenization. Institutional continuous allocation of BTC and on-chain finance is a direct result of this logic. #黄金白银再创新高 #特朗普取消对欧关税威胁 $BTC