Grayscale analysts predict a resurgence of the crypto-market, as demand surges enough to push Bitcoin to new highs in 2026.
This prediction was made by the asset manager as part of an outlook report for 2026 published The article also covered ten major investing topics for this year.
Bitcoin (Commenting)BTCGrayscale has predicted that prices in H1-2026 will increase dramatically due to an increased demand from alternative value retailers and an improved understanding of US regulatory requirements.
This will coincide, the firm said with the alleged end of Bitcoin four-year cycle:
“We expect rising valuations in 2026 and the end of the so-called ‘four-year cycle,’ or the theory that crypto market direction follows a recurring four-year pattern. Bitcoin’s price will likely reach a new all-time high in the first half of the year, in our view.”
The asset manager claims that the devaluation of fiat currency is increasing due to “rising public sector debt and its potential implications for inflation over time.”
“As long as the risk of fiat currency debasement keeps rising, portfolio demand for Bitcoin and Ether will likely continue rising as well, in our view,” The company stated.
The regulation is opening the door to more growth
Grayscale commented on the US regulatory climate and said it has changed dramatically in recent years.
This firm pointed out that there are a variety of cases dropped The approval of spot Bitcoin ETFs is paving the road for the future. other new products The GENIUS Act was passed and all the new products are now available.
“In 2024, Bitcoin and Ether spot ETPs came to market. In 2025, Congress passed the GENIUS Act on stablecoins and regulators shifted their approach toward crypto, working with the industry to provide clear guidance while continuing to focus on consumer protection and financial stability,” Grayscale added:
“In 2026, Grayscale expects Congress to pass bipartisan crypto market structure legislation, which will likely cement blockchain-based finance in U.S. capital markets and facilitate continued institutional investment.”
Related: SEC ‘eased up on’ 60% of crypto enforcement cases under Trump: Report
Grayscale tops 10 trends for 2026
Grayscale’s report included its own take on what it believes will be the ten most important investing topics in 2026. “reflecting the breadth of use cases emerging across public blockchain technology.”
List includes themes like: Stablecoin growth because of the GENIUS Act; asset tokenization reaching an inflection, DeFi market growth driven by lending markets, and investors looking for staking. “by default.”
“In 2026 we expect to see the practical results: stablecoins integrated into cross-border payment services, stablecoins as collateral on derivatives exchanges, stablecoins on corporate balance sheets, and stablecoins as an alternative to credit cards in online consumer payments,” Grayscale said.
Grayscale also has two other narratives in mind that are unlikely to influence the crypto market this year. These include quantum computing and digital assets treasuries.
“We believe that research and preparedness will continue on post-quantum cryptography, but this issue is unlikely to affect valuations in the next year,” Grayscale added: “Despite their media attention, we believe that DATs will not be a major swing factor for digital asset markets in 2026.
Magazine: Big questions: Would Bitcoin survive a 10-year power outage?
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Source: cointelegraph.com
