Blockchain Revenue Drops 28% to $100 Billion as Crypto Stocks Grab Bigger Share

TLDR Public companies earned 16% of blockchain revenue in 2026, up from 7% in 2022, according to crypto investment firm 1kx. Total blockchain revenue is expected to fall 28% to about $100 billion in 2026, in line with a 30% drop in crypto prices. Coinbase and Circle earned about $3.3 billion combined in blockchain-related revenue in the first half of 2026. JPMorgan, BlackRock, CME Group, Visa and Robinhood earned $1.1 billion together from blockchain activity. Revenue from tokenized assets, payments and prediction markets passed blockchain infrastructure revenue for the first time in the third quarter.