Hashdex's 2026 Crypto Outlook: 3 Themes, Stablecoins > $500B, Tokenized RWAs $400B

Hashdex released its 2026 crypto investment outlook, with CIO Samir Kerbage suggesting most investors consider a 5–10% crypto allocation. The report projects stablecoins rising from roughly $295 billion to well over $500 billion and tokenized RWAs reaching about $400 billion by end-2026, while AI-focused crypto grows from around $3 billion to $10 billion. A portfolio test shows adding the Nasdaq Crypto Index US to a 60/40 improved risk-adjusted returns, albeit with deeper drawdowns.