Grayscale’s 2026 outlook says institutional capital, regulation, and tokenization will reshape crypto, with Bitcoin, Ethereum, DeFi and AI chains leading over retail-driven cycles.​
Summary
- Grayscale expects U.S. market-structure laws and the GENIUS Act to unlock banks, asset managers and corporates for regulated BTC, ETH, stablecoin and RWA exposure.​
- The report highlights Bitcoin, Ethereum, stablecoins, DeFi lenders Aave and Morpho, perpetuals venue Hyperliquid, and AI / high-throughput chains like Bittensor, Near, Sui and Monad.​
- It argues steady ETF inflows will push Bitcoin to a new ATH in H1 2026 while staking, fee-generating chains such as Solana and Tron, and…
