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Coinbase says the forces driving crypto growth in 2025 are expected to strengthen further and compound in 2026.
The exchange’s head of investment research David Duong said regulation, ETFs, stablecoins and tokenisation will increasingly reinforce one another.
He said spot crypto ETFs created regulated market access in 2025 and helped expand institutional participation.
Duong noted that digital asset treasuries have begun to emerge as new corporate balance-sheet tools.
Stablecoins and tokenised assets are moving deeper into core financial and settlement workflows, he added.
We expect these forces to compound in 2026 as ETF approval timelines compress and tokenised collateral gains broader recognition.
David Duong said.
Global crypto adoption has remained steady over recent years despite changing market conditions.
Duong said clearer regulation in 2025 marked a turning point for institutional confidence in digital assets.
The United States advanced stablecoin oversight and market structure clarity through the GENIUS Act, he said.
Europe also consolidated its regulatory approach through the Markets in Crypto-Assets framework.
Duong said clearer policy guardrails are enabling innovation while improving compliance and risk management.
He added that crypto demand is no longer driven by a single narrative or early adopters alone.
Demand now reflects macroeconomics, technology and geopolitics rather than speculation.
David Duong said.
He said broader participation could support more stable capital flows and deeper integration into mainstream finance.