🚨Big Moves That Can Affect All Crypto Market In 2026
1. Institutional Adoption & ETFs
Major capital is expected to continue flowing into $BTC , $ETH , and $SOL ETFs. Bitwise predicts ETFs will buy more than 100% of the new supply of these assets.
· Broader Institutional Entry: More advised wealth platforms, endowments, and sovereign wealth funds are projected to add crypto to their portfolios.
2. Regulatory Developments
· The CLARITY Act: Expected U.S. legislation that would define digital assets as securities or commodities and assign oversight to the CFTC. This is seen as a major catalyst for institutional confidence and could be key for new all-time highs in Ethereum and Solana.
3. Technology & Use-Case Expansion
· Real-World Asset (RWA) Tokenization: The on-chain value of tokenized assets (like Treasuries, credit) is predicted to grow sharply, potentially surpassing $50 billion. Solana and Ethereum are seen as leaders here.
· Stablecoin Growth: Expansion is expected, especially if legislation like the GENIUS Act is implemented. Solana's co-founder predicts the ecosystem could reach $1 trillion.
· Decentralized Exchange (DEX) Growth: DEXs, especially for perpetual futures trading, are gaining market share from centralized exchanges.
4. Macroeconomic & Geopolitical Risks
· U.S. Tariff Policies: Further escalation, particularly regarding a deferred 100% tariff on Chinese imports, is noted as a major macro risk that could trigger market-wide sell-offs and volatility.
· Fiat Currency & Debt Concerns: High U.S. debt levels may drive demand for alternative stores of value like Bitcoin and Ethereum.
