Someone recently made an interesting prediction — 2026 will be the true year of finance going on-chain. From this perspective, stablecoins and Ethereum become the most core infrastructure.

How should this logic be understood? WLFI recently swapped BTC for ETH, which is essentially placing a bet on this idea. The underlying thinking is quite clear:

How large is the market space for stablecoins? According to estimates, it will reach hundreds of billions in the short term, trillions in the medium term, and in the long run, occupy a trillion-dollar scale within the global $3 trillion stablecoin market. It sounds ambitious, but it’s not without logic.

A more realistic aspect is the potential for stablecoins to collaborate with Web2 companies. Once the payment advantage becomes evident, hundreds of millions of users entering blockchain is not a fantasy scenario. This is a real user growth channel.

Putting it into a broader context, if the trend of finance going on-chain is confirmed, then the market in front of us is hundreds of trillions. In such a market, those with brand recognition, compliance qualifications, B-end accumulation, and a user base will have the opportunity to become part of the infrastructure. That’s why some are optimistic about ETH’s long-term value and WLFI’s development potential.