Grayscale calls 2026 the dawn of crypto’s institutional era
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…
