2026 will become a phase of institutional stability for the crypto market

Coinbase analysts believe that the crypto industry is transitioning from speculation to a mature financial model. In the U.S., regulatory clarity is emerging, giving a green light to large capital, and for institutions the question is no longer whether to enter, but when and in what size to buy.
According to Coinbase, stablecoins will form the foundation of the global financial infrastructure, while ETFs have reshaped the perception of BTC from a speculative asset to a portfolio component. Fast multiples are giving way to long-term investments, tokenization, and systemic growth.