🌐📰🌐 GRAYSCALE: 2026 - start of the institutional era of crypto
Grayscale believes that 2026 will be a turning point for the crypto market. The classic 4-year cycle is becoming a thing of the past - the market is maturing, volatility is decreasing, and movements are becoming more structured.
🔑 Bitcoin, according to Grayscale, may update its ATH in the first half of 2026 against the backdrop of:
• supply shortage
• rising national debt
• inflow of institutional capital
🔥 Key growth drivers
🩷 Institutions - currently in crypto <0.5% of global AUM
🩷 Stablecoins - entering payments, corporations, and derivatives
🩷 Tokenization - stocks and bonds are just at the beginning of the journey (x100 by 2030?)
🩷 DeFi - lending and derivatives are already at the level of CEX
🩷 AI + Blockchain - the economy of on-chain agents and decentralized AI
🧭 Key beneficiaries by sectors
🟣 Base / tokenization: ETH, SOL, BNB, LINK
🟣 DeFi: AAVE, MORPHO, MPL
🟣 AI: TAO, NEAR, WLD
🟣 Infrastructure: SUI, NEAR, MONAD
🟣 Privacy: ZEC, AZTEC, RAIL
📌 Conclusion
Crypto is less about hype - and more about money, revenue, and infrastructure.
2026 is not about pumps, but about scaling and establishing crypto in the global financial system.
