Odaily Odaily reports that 14 industry giants, including Fidelity, a16z, and BlackRock, have made predictions about the cryptocurrency market in 2026:
1. In its 2026 Global Market Outlook, BlackRock stated that as stablecoin adoption increases, the proportion of emerging markets using their own currencies may decline, and stablecoins will challenge government control over domestic currencies.
2. David Duong, Head of Investment Research at Coinbase, said that due to increased global awareness of digital surveillance, demand for privacy tokens will rise sharply, with Ethereum's privacy initiatives and tokens such as Zcash and Monero attracting attention.
3. Fidelity stated that more countries will buy Bitcoin in 2026, with Brazil and Kyrgyzstan having already passed legislation allowing Bitcoin to be included in their national reserves.
4. Strategy CEO Phong Le also predicts that national adoption of Bitcoin will increase in 2026.
5. JPMorgan stated in its market outlook that although the market value will decline from $4 trillion in 2025, the crypto industry remains well-positioned in 2026 due to more relaxed US regulations. Stablecoins are emerging as a distinct force, and digital assets are gaining popularity due to increased searches for them as alternatives to the US dollar.
6. A16z predicts that by 2026, AI agents will revolutionize internet payments and banking, enabling instant permissioned payments without the need for invoices or reconciliation. A16z also believes that privacy will become the most important moat in the crypto space.
7. DefiLlama stated in a joint report that regulatory transparency has propelled stablecoins into the mainstream. In 2026, other jurisdictions will follow the US Genius Act and the EU MiCA policy, accelerating the emergence of non-USD stablecoins.
8. Galaxy Digital predicts that the price of Bitcoin will reach $250,000 by the end of 2027, the trading volume of stablecoins will surpass that of the ACH banking system, and the market capitalization of privacy-related tokens will exceed $100 billion by the end of 2026.
9. Matthew Sigel, Head of Digital Asset Research at VanEck, predicts that digital assets will enter a consolidation phase rather than a surge or crash in 2026. He maintains Bitcoin's four-year cycle and recommends that clients allocate 1% to 3% of their portfolios to top crypto assets.
10. Pantera Capital Chief Legal Officer Katrina Paglia stated that US crypto policy will shift from uncertainty to enforcement, and the regulatory restart under the Trump administration has clarified the industry's direction. The Genius Act established a licensing and regulatory framework for payment-based stablecoins.
11. Jeff Ren, co-founder of OKX Ventures, said that more assets will be on-chain in 2026, including gold, stocks, intellectual property and even GPUs, with the aim of packaging risks in an intuitive format for users to hedge.
12. Silicon Valley Bank analysts Anthony Vassallo and Josh Pherigo believe that venture capitalists will invest more in institutional-grade crypto products from established companies in 2026, and corporate adoption of crypto technology is accelerating market confidence.
13. 21Shares predicts that the assets under management of crypto spot ETFs will exceed $400 billion by 2026, and these tools have become strategic allocation tools.
14. A TRM Labs report indicates that the crypto industry is entering a more mature and heavily regulated phase. Governments worldwide view blockchain networks as a national security issue, and the divergence between compliant institutional markets and offshore markets will become more pronounced. (DL News)
