PANews reported on December 16th that, according to Cointelegraph, Grayscale analysts predicted a cryptocurrency market recovery in their 2026 outlook report released on Monday, with surging demand driving Bitcoin to a new all-time high in the first half of 2026. Grayscale stated that on a macro level, the risk of fiat currency devaluation is increasing due to rising public sector debt and its potential impact on long-term inflation. As long as this risk continues to rise, investor demand for Bitcoin and Ethereum is likely to continue to increase. Meanwhile, the regulatory tone in the United States has shifted significantly in recent years, and Grayscale expects Congress to pass bipartisan legislation on cryptocurrency market structures in 2026, consolidating the position of blockchain finance in the US capital market and promoting institutional investment.

Grayscale's report also offered insights into the top ten investment themes for 2026, "reflecting the broad range of use cases emerging in the public blockchain technology sector." The list covers key themes including: stablecoin market growth driven by the GENIUS Act, a turning point in asset tokenization, major DeFi growth led by the lending market, and investors' default search for staking yields.

Earlier today, Grayscale reported that quantum computing is unlikely to impact cryptocurrency prices in 2026 .