Markets· ★★★· neutral·

1kx: Institutions and Real Economy Now Drive a Third of Blockchain Revenue

  • —2026 blockchain revenues are seen at about $100 billion, down 28% from $140 billion in 2025
  • —Institutional and broader-economy adoption reached 33% of Q3 2026 revenues, up from 30% for the year
  • —Public companies earned 16% of revenues, with the six largest taking about 60% of that share
  • —1kx's dividend-token index returned 82% year to date versus a 5% drop for Bitcoin
Why it matters: The data shows blockchain revenue shifting from retail fees toward institutions and tokenized assets, changing how investors value the sector.
Source: PR Newswire Blockchain