On January 3rd, Galaxy Digital's research team released its 2026 forecast, stating that it remains possible for Bitcoin to reach a new all-time high in 2026. The options market currently has a 50/50 chance of pricing in Bitcoin at approximately $70,000 or $130,000 by the end of June 2026, and a 50/50 chance of pricing it at approximately $50,000 or $250,000 by the end of 2026. These broad ranges reflect short-term uncertainty. Downside risks remain in the short term until BTC firmly re-establishes itself above $100,000 to $105,000. However, BTC is projected to reach $250,000 by the end of 2027. Other parts of the forecast include:
No Solana inflation reduction proposal will be passed in 2026, and the current proposal SIMD-0411 will be withdrawn without a vote.
• The ratio of app revenue to network revenue will double;
The SEC will face lawsuits from traditional market participants or industry organizations due to the innovation exemption.
• A major bank/brokerage firm will accept tokenized shares as collateral;
• DEXs will account for more than 25% of total spot trading volume;
Polymarket's weekly trading volume will continue to exceed $1.5 billion;
The US will launch more than 50 spot Altcoin ETFs and another 50 crypto ETFs (excluding spot single-currency products).
• Net inflows into US spot crypto ETFs are expected to exceed $50 billion;
More than 15 crypto companies are set to IPO or upgrade their listing in the United States.
