The outlook emphasizes that crypto-related themes continue to command investor attention as usage shifts from trading toward payments and settlement. It notes:
Beyond digital assets, the report also highlights how thematic investing overall continues to reshape portfolios, with flows into AI, defense, and infrastructure reflecting investor demand for exposure to long-term structural forces rather than short-term market cycles.
FAQ ⏰ Why does Blackrock see Ethereum benefiting from stablecoin growth? Because more than 65% of tokenized assets and most stablecoin activity are issued on Ethereum. What shift in crypto usage does Blackrock highlight? The outlook shows crypto moving from speculative trading toward payments, settlement, and real-world utility. How do stablecoins relate to tokenization in Blackrock’s view?Stablecoins are framed as an early, practical example of tokenization already operating at scale. How does crypto fit into Blackrock’s broader thematic investing strategy?Crypto infrastructure is linked with AI, defense, and global infrastructure as interconnected long-term investment themes.
