Bitcoin Could Break Records Again In 6 Months, Grayscale Says

According to a Grayscale outlook launched Monday, the asset supervisor expects rising demand for options and clearer guidelines within the US to push Bitcoin to a brand new all-time high within the first half of 2026.

The report lays out 10 key investing themes for 2026 and ties the Bitcoin name to 2 fundamental forces: rising portfolio demand for shops of worth and what Grayscale describes as bettering regulatory readability.

Spot-Bitcoin ETPs reached the market in 2024, the agency notes, and Congress handed the GENIUS Act in 2025, steps that the report says scale back obstacles for large buyers.

Macro Risks And Demand For Crypto

Grayscale frames its outlook round a easy macro level. Rising public debt and the chance that fiat currencies lose shopping for energy are pushing some cash towards Bitcoin and Ether, the report says.

That argument will sound acquainted to many institutional consumers. It can be a broad declare. No actual worth targets had been provided for Bitcoin, solely a view that valuations will climb in 2026 and that the so-called four-year cycle could also be ending.

Stablecoins are one other main theme. Grayscale expects stablecoin use to develop: cross-border funds, collateral on derivatives, even use on company stability sheets are all talked about as doubtless developments.

Asset Tokenization And DeFi Growth

Reports have disclosed that Grayscale sees asset tokenization reaching an inflection level subsequent 12 months. Lending protocols and staking are singled out as areas the place exercise might increase.

The agency foresees sensible outcomes: stablecoins in cost rails, extra institutional entry to staking, and tokenized belongings displaying up in buying and selling and custody techniques.

Grayscale additionally flags two narratives it doesn’t count on to maneuver markets in 2026 — quantum computing danger for crypto and digital asset treasuries — saying analysis will proceed however valuations are unlikely to be affected this quickly.

Onchain Data Suggests Quiet Caution

Meanwhile, information from onchain analytics group Glassnode was additionally cited on this context. Over the final three months, Glassnode reviews, the common return throughout most crypto sectors has underperformed Bitcoin, indicating capital focus in BTC.

That has not translated into sturdy religion in management. A separate institutional feed, Bitcoin Vector, stated dominance fell within the second half of the 12 months, with ETH rotations reducing into BTC’s lead and a weaker rebuild after deleveraging occasions. In brief: funds seem to choose holding Bitcoin, however should not inserting massive new bets.

Featured picture from YourStory, chart from TradingView

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