The fundamental changes in the crypto market by 2026 are now a certainty: Ivy League funds are collectively betting big, hundreds of ETFs are flooding in, and stablecoins are facing a global regulatory storm.

The latest market forecast report from asset management giant Bitwise reveals a key conclusion: by 2026, the crypto ecosystem will complete its transition from retail-driven to institution-dominated power, rewriting the market landscape entirely.

**1. The cycle is broken, and Bitcoin is heading towards mature assets**

One of the most notable points in the report: Bitcoin will break free from the traditional four-year halving cycle and surge to new all-time highs. More importantly, its price volatility is expected to be lower than that of tech giants like Nvidia, marking the official entry of crypto assets into the "mature" stage.

Ethereum and Solana are also listed as breakout candidates, especially with the clear progress of the US Clarity legislation, which offers almost unlimited upside potential for these two chains.

**2. Institutions dominate absolutely: demand swallows supply**

The most shocking insight—various crypto ETFs' concentrated buying power will far exceed the total new supply of Bitcoin and Ethereum added throughout the year. In other words, 100% of new coins will be absorbed by institutions, leaving retail investors to compete in the secondary market for remaining chips.

Meanwhile, over 50% of Ivy League endowment funds will officially allocate to crypto assets. Hundreds of crypto-related ETFs will launch in the US market, fully opening the gate for institutional allocations.

**3. New tracks and new risks**

The hype extends beyond mainstream coins—crypto concept stocks will outperform traditional tech stocks, on-chain prediction markets like Polymarket are set for explosive growth, and assets in on-chain self-custody (referred to as "ETF 2.0") will double in size.

But warnings are also issued: the global influence of stablecoins is growing increasingly large, to the point of threatening the stability of emerging market currencies. Global regulators will significantly ramp up their crackdown efforts.

**Core logic:**

1. The story in 2026 is no longer about "to rise or not," but "who controls liquidity."
2. Traditional financial machinery is taking over the pricing power of the crypto market.
3. Cycle theory is invalidated, volatility is tamed, and crypto assets are officially integrated into global asset allocation.

#大户持仓动态 $BTC $SOL