2026 will run on power, chips, and blockchains.
By Maxime Laurent · 2026-01-24 09:16
2026 will run on power, chips, and blockchains.
BlackRock sees AI infrastructure and tokenization colliding, with crypto quietly growing up in the background.
Reading BlackRock’s outlook, I had that familiar feeling — when TradFi finally says out loud what crypto folks have felt for years. AI is no longer about clever models. It’s about electricity, networks, data centers. Steel-and-concrete reality. And the numbers are insane: infrastructure investments for AI could top $100 trillion by 2040.
That’s not a tech trend anymore. That’s a civilizational build-out ⚡️
Now the interesting part for us. BlackRock says the crypto market is “maturing.” Less degenerate trading, more payments and settlements via stablecoins. Less noise, more plumbing. It’s not sexy, but it’s how systems win.
They also confirm what on-chain already shows: Ethereum is locking itself in as the base layer for tokenization. Over 65% of tokenized assets already live there. $ETH isn’t about hype — it’s about being boring, reliable infrastructure. And boring scales.
And of course, $BTC 👀 Institutional appetite keeps growing. BlackRock’s iShares Bitcoin Trust hit $70B AUM in just 341 trading days. That’s a straight-up record. Slow money is no longer slow.
From my terrace, watching the sun drop, it feels clear: AI needs power, crypto provides rails, and capital follows infrastructure. Pas mal, non?
The next cycle won’t be loud. It’ll be built.
#Crypto #Bitcoin #BTC #Ethereum #ETH #Tokenization #AI #Infrastructure #BlackRock #CryptoFriture
BlackRock sees AI infrastructure and tokenization colliding, with crypto quietly growing up in the background.
Reading BlackRock’s outlook, I had that familiar feeling — when TradFi finally says out loud what crypto folks have felt for years. AI is no longer about clever models. It’s about electricity, networks, data centers. Steel-and-concrete reality. And the numbers are insane: infrastructure investments for AI could top $100 trillion by 2040.
That’s not a tech trend anymore. That’s a civilizational build-out ⚡️
Now the interesting part for us. BlackRock says the crypto market is “maturing.” Less degenerate trading, more payments and settlements via stablecoins. Less noise, more plumbing. It’s not sexy, but it’s how systems win.
They also confirm what on-chain already shows: Ethereum is locking itself in as the base layer for tokenization. Over 65% of tokenized assets already live there. $ETH isn’t about hype — it’s about being boring, reliable infrastructure. And boring scales.
And of course, $BTC 👀 Institutional appetite keeps growing. BlackRock’s iShares Bitcoin Trust hit $70B AUM in just 341 trading days. That’s a straight-up record. Slow money is no longer slow.
From my terrace, watching the sun drop, it feels clear: AI needs power, crypto provides rails, and capital follows infrastructure. Pas mal, non?
The next cycle won’t be loud. It’ll be built.
#Crypto #Bitcoin #BTC #Ethereum #ETH #Tokenization #AI #Infrastructure #BlackRock #CryptoFriture
Disclaimer: This content is for informational purposes only and not financial advice.