Where Will It Head by 2026?

As the end of 2025 approaches, multiple institutions have released their outlook reports on the cryptocurrency market for 2026. This article will focus on these institutions, breaking down the forecasts for 2026 provided by seven leading entities in the field and attempting to distill the core logic behind their shared investment theses.

Before proceeding, here is a quick overview of institutional consensus:

a16z: The next generation of crypto narratives will no longer revolve around price.

In the 2026 outlook, a16z did not focus on short-term price movements or regulatory games but returned to a core question: How will the next generation of crypto products be adopted by real users? They summarized 17 promising directions, with keywords…

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