Hashdex Asset Management says cryptocurrencies are rapidly becoming a core strategic component of modern portfolios.
What Happened: According to its latest 2026 Crypto Investment Outlook, the firm recommends investors allocate 5%–10% to crypto as macro pressures continue to erode the traditional 60/40 stock–bond model.
Persistent inflation, slowing growth, rising debt levels, and geopolitical uncertainty are pushing investors to seek alpha, diversification, and uncorrelated returns, roles crypto is increasingly filling.
Hashdex noted that nearly 45% of financial advisors now plan to gain exposure through crypto ETFs, highlighting growing institutional acceptance.
The report outlines several major structural shifts expected by 2026:
From Petrodollar to ‘Cryptodollar’
Stablecoins are projected to grow from $295 billion to over $500 billion, reshaping global dollar usage.
Regulatory progress, including the GENIUS Act, is accelerating adoption, while stablecoins enable faster payments, re-dollarization in fragile economies, and increased demand for short-term U.S. Treasuries from issuers.
Tokenization of Real-World Assets (RWAs)
Tokenized assets could expand from $36 billion to nearly $400 billion by 2026, unlocking liquidity, fractional ownership, and efficiency across markets.
Regulatory clarity—such as Europe's MiCA framework—and growing participation from major financial institutions point to accelerating adoption within a massive $664 trillion total addressable market.
AI and Crypto Convergence
The AI-crypto market is expected to grow from $3 billion to $10 billion, supported by strong venture capital inflows.
Blockchains enable decentralized AI through verification, coordination, programmable incentives, and cost-efficient compute markets.
Hashdex expects future AI agents to transact natively on blockchains, driving sustained demand for crypto infrastructure.
Also Read: Bitcoin Stuck Around $90,000 XRP, Dogecoin Trade Flat While Ethereum Rises 2%
What's Next: Hashdex argues crypto is evolving beyond speculation into a strategic portfolio allocation.
The convergence of stablecoins, real-world asset tokenization, and AI, combined with rising institutional adoption and regulatory clarity, positions digital assets as essential components of resilient, forward-looking portfolios by 2026.
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