In its most modern file, asset manager and commerce-traded fund (ETF) issuer, Bitwise, has shared an optimistic 2026 outlook for the crypto market, anticipating valuable bid, whereas predicting new all-time highs for Bitcoin (BTC), Ethereum (ETH), and Solana (SOL).
Megatrends In Crypto?
Bitwise begins by inserting forward that Bitcoin is poised to interrupt free from its primitive four-year designate cycle, environment the stage for new records. Several components make contributions to this bullish forecast.
The dynamics of past cycles, including the Bitcoin Halving, pastime charge fluctuations, and market booms and busts fueled by leverage, are anticipated to be much less impactful in the approaching years.
Particularly, the entry of enormous institutions esteem Citi, Morgan Stanley, Wells Fargo, and Merrill Lynch into the crypto space is anticipated to hasten institutional allocations toward command ETFs and abet on-chain traits by 2026.
Consequently, Bitcoin is projected to was much less volatile, even indicating that it has demonstrated lower volatility than tech giant Nvidia one day of 2025.
The file additionally expresses exact optimism for Ethereum and Solana, namely contingent upon the passing of the CLARITY Act. Bitwise believes that the bid of stablecoins and tokenization represents valuable “megatrends,” with both Ethereum and Solana positioned to be the principle beneficiaries of this kind.
ETFs To Originate Novel Market Offer
Institutional question is forecasted to surge, with ETFs anticipated to carry out greater than 100% of the new supply of Bitcoin, Ethereum, and Solana. By 2026, Bitwise expects that most institutional investors will have confidence derive admission to to crypto ETFs.
As Bitwise projects the new supply hitting the market, estimates demonstrate roughly 166,000 Bitcoin valued at $15.3 billion, 960,000 Ethereum around $3.0 billion, and 23 million Solana money amounting to $3.2 billion. Alternatively, the company anticipates that ETFs will doubtless have even greater than these figures counsel.
The file additional highlights that crypto equities are anticipated to outperform primitive tech stocks. Whereas tech shares have confidence surged by 140% over the last three years, crypto equities have confidence drastically outpaced them.
The Bitwise Crypto Innovators 30 Index, which tracks companies offering valuable infrastructure and services and products for crypto property, has rocketed by 585% at some stage in the identical time physique. Bitwise believes this momentum will persist into 2026, driven by likely revenue bid, mergers and acquisitions, and a favorable regulatory landscape.
Stablecoins As Scapegoats For Financial Woes
As stablecoins contain traction, Bitwise cautions that they’ll also was scapegoats for destabilizing emerging market currencies. For the time being valued at nearly $300 billion, the market for stablecoins, which consist of tokenized variations of the US greenback esteem USDT and USDC, is anticipated to attain $500 billion by the stay of 2026.
With this upward thrust, it’s anticipated that one or two countries would possibly perchance perchance blame stablecoins for their monetary troubles, despite the reality that folk would now not turn to stablecoins if their local currencies were exact.
Additionally, Bitwise forecasts the commence of over 100 crypto-linked ETFs in the United States, following the SEC’s issuance of new itemizing requirements that enable these funds to enter the market under a unified regulatory framework. This regulatory readability sets the stage for what Bitwise dubs “ETF-palooza” in 2026.
Lastly, the company predicts that half of of Ivy League endowments will doubtless make investments in cryptocurrencies, and that on-chain vault property under management will double in the approaching years.
On the time of writing, Bitcoin used to be trading at $86,165, having recorded major losses of two% and nearly 7% over the last 24 hours and 7 days respectively. For the time being, the main crypto is trading 31.8% below its all-time high of $126,000.
Featured image from DALL-E, chart from TradingView.com
