Odaily Odaily reports that Coinbase Institutional has released its 2026 Crypto Market Outlook report.
The report indicates that Coinbase holds a cautiously optimistic view of the crypto market in the first half of 2026, believing that the US economy remains resilient and the market setup is more like "1996" than "1999." Regarding institutional participation, the report suggests the potential launch of a "DAT 2.0" model in 2026, suggesting that institutions will shift from simple asset allocation to more specialized trading, custody, and blockchain space acquisition.
In terms of technological development, the report predicts that the growing demand for privacy will drive the development of zero-knowledge proofs (ZKPs) and fully homomorphic encryption (FHE) technologies, and that autonomous transaction proxy systems will emerge in the AI × cryptocurrency field. Application-specific blockchains will reshape the competitive landscape of crypto infrastructure, and tokenized stocks are expected to grow rapidly due to their atomic composability advantages.
In terms of market opportunities, the composability of cryptocurrency derivatives, prediction markets, and stablecoin payments are key areas of focus. The report predicts that the total market capitalization of the stablecoin market could reach a target range of $1.2 trillion by the end of 2028.
