
The research division of Coinbase released the “Crypto Market Outlook for 2026” last week, detailing factors that will likely impact digital asset markets over the coming annum.
The current situation is regarded in the report as a turning point for the sector. Coinbase Institutional’s head of global investment research, David Duong, believes this time represents an “exceptional and transformative period for the crypto ecosystem.”
Despite substantial advancement made thus far, we feel the sector’s full capability remains far from realized.
Duong added that the outlook “does not rely on speculation on any single narrative. It is focused on recognizing how policy clarity, institutional architecture, and broader participation converge to embed cryptocurrency within the financial core.”
We believe clearer worldwide frameworks will shift how institutions approach strategy, risks, and regulatory adherence in 2026, the researchers noted.
The document asserts that “equity derivatives could become the preferred option for a new generation of retail traders.” Analysts also anticipate that prediction market volumes will grow in 2026, “as US tax changes may steer users toward these derivatives-based venues.”
Regarding stablecoins, this area is expected to see novel applications in cross-border settlements, money transfers, and payroll platforms.
We feel the crypto industry is poised to integrate with the financial system. This hinges on quality execution, regulatory compliance, and user-centric design, the researchers concluded.