2025-12-17 07:51:15

#美国就业数据表现强劲超出预期 The three major shifts in the 2026 crypto market: rise of institutions, ETF explosion, and crackdown on stablecoins

Recently, asset management firm Bitwise released a market forecast, and their outlook for the crypto world next year is quite bold—an all-out bull market with institutions taking full control.

**Price Breakouts and Cycle Rebuilding**

Bitcoin is expected to break the traditional four-year cycle pattern next year and directly hit new all-time highs. Interestingly, its volatility is projected to be lower than that of tech giants like Nvidia, indicating that crypto assets are transitioning toward mature assets. Ethereum and Solana are also optimistic about reaching new highs, especially if the US crypto regulation bill (CLARITY Act) passes, which would open up growth opportunities.

**The True Moment for Institutional Capital**

The key insight: various ETFs will heavily buy Bitcoin, Ethereum, and Solana, with purchase volumes expected to exceed 100% of the market’s annual new supply. What does this mean? Institutional demand will absorb all new coins, and retail investors wanting to get in will need to queue in the secondary market for existing supply.

Even more significantly, over half of Ivy League endowment funds will officially allocate to crypto assets, and hundreds of crypto-related ETFs will be listed in the US. The institutional gateway is fully open.

**New Market Ecosystem Outlook**

Beyond mainstream coins, the performance of crypto concept stocks will outperform traditional tech sectors, and on-chain prediction markets will continue to heat up. Another trend to watch is the doubling growth of decentralized on-chain vaults, dubbed "ETF 2.0" by industry insiders. A hidden risk is the increasing global influence of stablecoins, which has begun to raise concerns about the stability of emerging market currencies.

**Core Logic Summary**

In summary: the 2026 forecast depicts an era where institutional capital fully takes over, mainstream asset prices hit new highs, and market infrastructure undergoes deep upgrades. Traditional cycle theories are broken, volatility is tamed, and the focus shifts from "Will it rise?" to "Who can capitalize on this wave of institutional funds?"

BTC-0.03%

ETH-0.22%

SOL-0.14%

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Rekt_Recovery

· 5h ago

ngl heard this same copium back in 2021... institutions "taking over" sounds good till leverage ptsd kicks in lol

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StealthMoon

· 12-17 08:18

Retail investors have to queue again, this is 2026 haha

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Layer2Observer

· 12-17 08:15

From the data perspective, the logic that ETF purchase volume exceeds new supply by 100% is a bit overly optimistic... A clarification is needed, as this kind of statement can easily mislead retail investors into thinking that institutions will keep buying infinitely. --- From a source code analysis, the threat of stablecoins to the stability of emerging market currencies is indeed worth a deeper discussion, but the argument here is not sufficiently convincing. --- An interesting finding is that volatility will be lower than Nvidia. Considering the probability of regulatory implementation, this judgment needs further validation. --- Where does the data that over half of Ivy League funds allocate to cryptocurrencies come from? It feels a bit off. --- Dominance by institutions sounds good, but history shows that such predictions often overestimate institutional resolve, especially when policy changes are involved. --- The question of "who can benefit from this wave of institutional funds" is actually quite interesting, but retail investors are still passive players in this game. --- The issue of stablecoins definitely warrants attention, but "crackdown"? That wording is a bit strong. Theoretically, regulation will be more complex.

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FarmToRiches

· 12-17 08:14

Once again, I have to rely on institutions. As a retail investor, I'm really exhausted.

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RumbleValidator

· 12-17 08:03

Is the volatility lower than NVIDIA? This logic needs to be verified with node data to be convincing.

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StableCoinKaren

· 12-17 07:58

Retail investors are really going to get cut this time; institutions are eating the meat while we drink the soup.