#美联储降息 The reshuffling of the crypto market in 2026 is imminent: elite university fund armies are entering, hundreds of ETFs are rushing to list, and stablecoins face a global regulatory storm.

Asset management giant Bitwise recently released a forecast report for the 2026 crypto market, with some quite sobering insights: institutional capital is taking over the market comprehensively, and retail investors' days may really be coming to an end.

**What will the market trend look like?**

According to Bitwise, Bitcoin is highly likely to rewrite its all-time high next year, and most importantly — volatility might even be lower than that of tech giants like Nvidia. In other words, $BTC is set to become a "well-behaved" mature asset. $ETH and $BNB are no exceptions, both aiming for new all-time highs. Especially if the US crypto CLARITY bill passes, the upside potential will be fully unleashed.

**How will institutions play? This is the key.**

The biggest highlight of the report is this — the purchase volume of various ETFs will exceed the total new supply of mainstream coins like Bitcoin and Ethereum for the entire year (over 100%). In plain language, institutions plan to buy all newly mined coins, leaving retail investors to pick up leftovers on the secondary market. Even more impressively, over half of Ivy League endowment funds are set to enter crypto assets, with hundreds of related ETFs to be listed in the US. This scene truly shows that the institutional gates are opening wide.

**Where are the new opportunities?**

Not just mainstream coins. Stocks of crypto-related companies will outperform traditional tech stocks, blockchain prediction markets (like Polymarket) will see skyrocketing popularity, and on-chain custody solutions will double in growth. The market is calling this "ETF 2.0." But don’t ignore the risks — the global influence of stablecoins is so significant that even emerging market central banks are panicking, making this a key focus of worldwide policy.

**Summary of the core logic:**

2026 is no longer about asking "Will the coin rise?" but rather "Who is buying up all the chips?" The cycle theory may be completely broken, volatility tamed, and the story’s protagonists have shifted from retail investors to institutions. At this turning point, holding strategies and the importance of position management have already far surpassed the importance of guessing price movements.

$BTC $ETH $BNB