Grayscale Predicts Bitcoin Surge by 2026, Highlights Regulatory Support

Grayscale’s 2026 outlook foresees a robust cryptocurrency market recovery, driven by increasing investor demand and favorable regulatory shifts, predicting Bitcoin’s peak in the first half of 2026.

Rising fiat currency devaluation risks and anticipated U.S. crypto legislation bode well for bitcoin investment, encouraging institutional participation and stabilizing public blockchain technology developments.

High Institutional Demand and U.S. Legislation Drive Bitcoin Forecast

Grayscale’s 2026 outlook highlights the possibility of Bitcoin reaching unprecedented levels, attributed to institutional investments and favorable macroeconomic conditions. These include a risk of fiat currency devaluation and anticipated U.S. bipartisan legislative support for blockchain finance. The report emphasizes the role of Grayscale Research, a subsidiary of Grayscale Investments, in leading the comprehensive analysis.

Grayscale anticipates a shift in the regulatory tone in the United States, noting potential legislation that reinforces blockchain’s position. The report suggests demand for Bitcoin and Ethereum may rise due to macroeconomic uncertainties. This expectation includes bipartisan support and legislation aligning with the growth of digital asset market structures.

Market observers have reacted positively. Tom Lee of Fundstrat commented on the strong fundamentals despite market fluctuations, while Iliya Kalchev of Nexo remarked on leverage dynamics suggesting market resilience. These insights highlight differing market perspectives despite prevailing bearish trends.

Crypto prices have fallen relentlessly even as fundamentals, measured by wallets, onchain, fees or tokenization, have moved forward, projecting new all-time highs as early as January 2026. – Tom Lee, CEO of Fundstrat

Volatility in Cryptocurrency Markets Continues

Did you know? Grayscale’s expectation of U.S. bipartisan cryptocurrency legislation in 2026 underscores a significant shift from previous years, reflecting increased regulatory cooperation and market maturity.

Bitcoin, trading at $85,781.21 with a market cap of $1.72 trillion, faces continued price fluctuations. Despite a 4.02% drop over the past 24 hours, the trading volume decreased by 9.69%, according to CoinMarketCap. Historically, Bitcoin’s price has declined by 10.41% over 30 days and by 26.51% over 90 days.

Expert insights suggest that evolving U.S. legislation, as put forward by the Coincu research team, could bolster institutional trust and investment in blockchain technologies. This regulatory clarity may attract more institutional capital, stabilizing the market and facilitating technological advancements.