Grayscale has identified crypto investment themes for 2026.

Grayscale Evaluates Developments in the Crypto Market

Grayscale states that the cryptocurrency asset class is experiencing a bull market as it enters 2026. This situation is supported by macro demand and regulatory clarity.

The firm identified 10 key investment themes that investors should consider in the coming years. These themes include stablecoins, tokenization, decentralized finance (DeFi) lending, staking, and next-generation blockchain infrastructure.

However, Grayscale does not expect quantum computing and digital asset treasury to have a significant impact on the crypto markets next year.