According to ChainCatcher, citing Cointelegraph, David Duong, Head of Investment Research at Coinbase, stated that the momentum driven by crypto ETFs, stablecoins, tokenization, and clearer regulations will further strengthen in 2026, accelerating the adoption of cryptocurrencies.
In his year-end summary, David Duong pointed out that spot ETFs will create regulated cryptocurrency channels, digital asset treasuries will emerge as new corporate balance sheet tools, and tokenization and stablecoins will be more deeply integrated into core financial workflows. On the regulatory front, the US has clarified stablecoins and market structures through the GENIUS Act, while Europe is advancing the MiCA regulatory framework, providing clearer policy boundaries for institutional entry. Duong believes this marks a significant stage in crypto's transition from a niche market to global financial infrastructure. Furthermore, Duong emphasized that crypto demand is no longer reliant on a single narrative but is driven by macroeconomics, technology, and geopolitics, and capital structures will become more long-term, reducing purely speculative behavior.
