Someone recently made an interesting prediction — 2026 will be the first year of true financialization on-chain. From this perspective, stablecoins and Ethereum become the most critical infrastructure.
How do we understand this logic? WLFI recently swapped BTC for ETH, which is essentially making this bet. The thinking behind it is quite clear:
How large is the stablecoin market opportunity? According to projections, short-term targets reach tens of billions, medium-term goals are hundreds of billions, and long-term ambitions aim for trillions in the global 3 trillion stablecoin market. It sounds ambitious, but there's solid logic behind it.
More pragmatically, there's significant imagination around stablecoin collaboration with Web2 companies. Once payment advantages become apparent, billions of users entering blockchain isn't a fantasy scenario. This is a real user growth channel.
In a broader context, if the trend of financialization on-chain holds, what lies ahead is a market worth tens of trillions. In such a massive market, whoever has brand recognition, compliance credentials, B2B accumulation, and user base has the opportunity to become part of the core infrastructure. This is why some are bullish on ETH's long-term value and optimistic about WLFI's growth potential.
Someone recently made an interesting prediction — 2026 will be the first year of true financialization on-chain. From this perspective, stablecoins and Ethereum become the most critical infrastructure.
How do we understand this logic? WLFI recently swapped BTC for ETH, which is essentially making this bet. The thinking behind it is quite clear:
How large is the stablecoin market opportunity? According to projections, short-term targets reach tens of billions, medium-term goals are hundreds of billions, and long-term ambitions aim for trillions in the global 3 trillion stablecoin market. It sounds ambitious, but there's solid logic behind it.
More pragmatically, there's significant imagination around stablecoin collaboration with Web2 companies. Once payment advantages become apparent, billions of users entering blockchain isn't a fantasy scenario. This is a real user growth channel.
In a broader context, if the trend of financialization on-chain holds, what lies ahead is a market worth tens of trillions. In such a massive market, whoever has brand recognition, compliance credentials, B2B accumulation, and user base has the opportunity to become part of the core infrastructure. This is why some are bullish on ETH's long-term value and optimistic about WLFI's growth potential.