Expert Outlines Key Crypto Market Trends for 2026
Pantera Capital junior partner Jay Yu has shared his outlook on how the crypto $BTC industry may evolve in 2026, highlighting several themes he believes will shape the next market cycle.
Among the main drivers, Yu points to continued growth in real-world assets (RWA), the rise of agent-based commerce, and the transformation of Al into a primary interface for crypto applications. He also emphasizes the expanding role of stablecoins in international settlements and cross-border payments.
At the same time, Yu flags several risks to watch. These include a potential "quantum panic" around Bitcoin, upcoming consolidation among crypto exchanges, and a widening gap between tokens and equity-like instruments that do not grant investors legal rights to the underlying businesses.
