Grayscale predicts the start of the institutional crypto market era in 2026
Grayscale has published its forecast for 2026, announcing a structural shift in the cryptocurrency market. According to the company’s assessment, the "four-year cycle" is becoming a thing of the past, with institutional capital, regulation, and blockchain integration into traditional finance emerging as key growth drivers.
Source Incrypted
Analysts anticipate Bitcoin’s all-time high may be renewed in the first half of 2026. The increase in demand is linked to macro risks such as debt burden, inflation, and the search for alternatives to fiat currencies. BTC and ETH are seen as scarce digital assets and new monetary instruments.
Grayscale also expects the US to pass a foundational law on the crypto market structure in 2026, which will accelerate capital inflows through ready-made exchange products. Meanwhile, the share of crypto assets in institutional portfolios remains under 0.5%, a gap the company views as a key lever for future growth
