Grayscale 2026 Outlook: Regulatory Power Surpasses Quantum Threat, U.S. Legislation Could Become the "Benchmark" for the Crypto MarketThe leading global digital asset management firm Grayscale recently released its 2026 Cryptocurrency Market Outlook report, outlining clear investment themes and risk priorities for the upcoming new cycle. The core conclusion of the report is clear and compelling: compared to the still-distant threat of quantum computing, a well-defined regulatory framework—especially the Crypto Market Structure Act, which is expected to pass in the United States by 2026—will become the decisive force shaping the market in the coming year.
Grayscale analysts predict that this legislation will introduce rules from traditional financial markets, such as registration, disclosure, asset classification, and insider trading protections, into the crypto space, paving the way for large institutional entry. If realized, this could mark the beginning of the early stage of the "institutional era" in the crypto market, characterized by institutional-led liquidity and on-chain direct interactions, transitioning from a retail speculation-driven market. This report, published by a giant managing over $18 billion in Bitcoin and Ethereum spot ETF assets, undoubtedly provides investors with an authoritative roadmap to understand the next market-driving logic.
MarketWhisper·2025-12-31 02:19