BlackRock has highlighted cryptocurrencies and asset tokenization as pivotal market-driving themes in its 2026 Thematic Outlook report. The asset management giant specifically pointed to Bitcoin, Ethereum, and stablecoins as integral to a broader market transformation. BlackRock's Spot Bitcoin ETF (IBIT) has emerged as the fastest-growing exchange-traded product in history, with net assets surpassing $70 billion, underscoring investor commitment to Bitcoin. The report also emphasizes the increasing significance of asset tokenization, which is reshaping market access. Stablecoins are cited as an early example of tokenized assets, and the Ethereum blockchain is noted for its potential to benefit from this trend due to its role in decentralized applications and token infrastructure. BlackRock views digital assets as part of a larger transformative force, alongside artificial intelligence, geopolitics, and global infrastructure.