Grayscale releases 2026 digital asset outlook, predicts bitcoin will reach new highs

Jinse Finance reported that Grayscale Investments has released its latest report, "2026 Digital Asset Outlook: Dawn of the Institutional Era," predicting that the price of bitcoin will reach a new all-time high in the first half of 2026, and that the "four-year cycle" theory may come to an end. The report points out that macroeconomic demand for alternative stores of value and improvements in the regulatory environment will be the two main pillars driving the digital asset market. The research team expects that the United States will pass bipartisan crypto market structure legislation in 2026, deepening the integration of blockchain and traditional finance. The report emphasizes that continued institutional capital inflows into crypto ETF products, along with the rapid development of stablecoins, asset tokenization, and DeFi applications, will collectively drive the market upward. Grayscale also listed the top ten crypto investment themes for 2026, including growing demand for currency alternatives, increased regulatory clarity, stablecoin expansion, asset tokenization, demand for privacy solutions, integration of AI and blockchain, among others, and noted that quantum computing and digital asset treasuries will have limited impact on the market in 2026.