BlackRock's 2026 Outlook Report: Digital Assets as Payment and Settlement Infrastructure, Focus on AI Related US Stocks

On January 13th, BlackRock released its 2026 Global Outlook report, proposing three major investment themes: the massive scale of AI construction may drive US economic growth but accompanied by an increase in systemic leverage; Traditional diversified allocation or concentrated betting require flexible investment strategies; Prefer private credit and infrastructure financing, with a low allocation of long-term government bonds. The report emphasizes the importance of digital assets, especially stablecoins, as payment and settlement infrastructure. It believes that stablecoins are transforming from encryption tools to bridges connecting traditional finance and digital liquidity, and are being applied in cross-border payment and settlement fields. The report is optimistic about the performance of AI related US stocks and maintains a pro risk stance.