貝萊德（BlackRock）發布2026年全球展望報告，重點剖析人工智慧、低碳轉型與金融未來等重塑市場格局的「巨型影響力」。報告特別指出，隨著穩定幣採用率飆升，新興市場國家正面臨本國貨幣使用率下滑的風險，穩定幣正逐漸挑戰各國政府對本國貨幣的掌控權。穩定幣已不再侷限於利基市場，更逐漸成為傳統金融（TradFi）與數位流動性之間的關鍵橋樑。此外，貝萊德認為，在債務高築與地緣政治板塊分化的背景下，投資者對於「替代性價值儲存工具」（例如比特幣）的需求可能攀升，不過此一趨勢更多是隱含在總體經濟敘事當中。

BlackRock has released its 2026 Global Outlook Report, which focuses on analyzing the 'megatrends' reshaping the market, such as artificial intelligence, low-carbon transition, and the future of finance. The report specifically points out that with the surge in stablecoin adoption, emerging market countries are facing the risk of declining usage of their domestic currencies, as stablecoins are gradually challenging governments’ control over their own currencies. Stablecoins are no longer a niche market; they are emerging as a critical bridge between Traditional Finance (TradFi) and digital liquidity. Furthermore, BlackRock argues that against a backdrop of high debt levels and geopolitical fragmentation, investor demand for 'alternative stores of value' (e.g., Bitcoin) is likely to rise, though this trend is more implicitly reflected in the macro narrative.