Grayscale has identified cryptocurrency investment themes for 2026.

Grayscale Evaluates Developments in the Crypto Market

Grayscale states that the crypto asset class is currently in a bull market as we enter 2026. This situation is supported by macro demand and regulatory clarity.

The firm has 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 treasuries to have a significant impact on the crypto markets next year.