https://ethmrc.com/authors/grayscale-research/Recent content in Grayscale Research on Ethereum Market Research CenterHugoen-usMon, 15 Dec 2025 09:00:00 +0000https://ethmrc.com/grayscale-2026-digital-asset-outlook-dawn-institutional-era/Mon, 15 Dec 2025 09:00:00 +0000https://ethmrc.com/grayscale-2026-digital-asset-outlook-dawn-institutional-era/<p>Grayscale Research&rsquo;s 2026 outlook frames the year ahead as the moment public blockchains finish crossing into mainstream financial infrastructure. The thesis rests on two structural drivers: macroeconomic demand for alternative stores of value as fiat credibility erodes, and accelerating regulatory clarity following the GENIUS Act and anticipated bipartisan market structure legislation.</p> <p>The headline call is that the four-year crypto cycle is <em>breaking down</em>. Steady institutional inflows through exchange-traded products are replacing the historical boom-and-bust pattern with a steadier advance, and Bitcoin is expected to reach a new all-time high in the first half of 2026 — driven by sustained demand rather than cyclical speculation.</p>