Coinbase Institutional says clearer regulation, stablecoin growth and shifting macro conditions could mark a turning point for crypto markets in 2026.
After a year of unexpected turbulence for crypto markets, 2026 could mark a turning point driven by regulatory clarity, accelerating stablecoin adoption and an improving macroeconomic backdrop, according to a new outlook from Coinbase Institutional.
In its 70-page report, Coinbase Institutional said digital assets have evolved “from a niche market to an emerging pillar of global market infrastructure,” even as price volatility and uneven liquidity defined much of 2025.
Looking ahead, Coinbase’s institutional arm expects clearer global regulatory frameworks to provide stronger policy guardrails, supporting innovation and long-term market maturation.
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