According to the source, Joseph Chalom projects Ethereum’s total value locked could expand roughly 10x by 2026, with aggregate stablecoin supply reaching about $500 billion and tokenized real-world assets hitting around $300 billion, alongside rising allocations from sovereign wealth funds; source: Joseph Chalom. For traders, these targets highlight key on-chain indicators to monitor—ETH DeFi TVL momentum, net stablecoin issuance, tokenized RWA market size, and institutional flow proxies—given their direct linkage to on-chain liquidity depth, fee generation, and market breadth; source: Joseph Chalom.

According to Cas Abbé, Ethereum total value locked has risen to $94.7B, marking the highest level since 2022, source: Cas Abbé on X. According to Cas Abbé, capital is flooding back into ETH DeFi, indicating renewed participation across the Ethereum ecosystem, source: Cas Abbé on X. According to Cas Abbé, ETH is being positioned as a settlement layer for global finance, underscoring its role beyond a medium of exchange, source: Cas Abbé on X. According to Cas Abbé, this combination of a 2022-high TVL and returning DeFi capital highlights strengthening on-chain conditions that traders tracking ETH and DeFi tokens may monitor, source: Cas Abbé on X.