Coinbase: Multiple Forces Will Converge in 2026, Accelerating Crypto Adoption
Odaily News David Duong, Head of Investment Research at Coinbase, stated that ETFs, stablecoins, tokenization, and clearer regulation will create a compounding effect in 2026, further accelerating the mainstream adoption of cryptocurrency.
He pointed out that in 2025, spot ETFs opened a compliant entry point, corporate crypto asset treasuries emerged, and stablecoins and tokenization became more deeply integrated into core financial processes. By 2026, trends such as accelerated ETF approvals, the expanded role of stablecoins in DvP (Delivery versus Payment), and the broader acceptance of tokenized collateral will reinforce each other.
On the regulatory front, the US is clarifying stablecoins and market structure through the GENIUS Act, while Europe is advancing the MiCA regulatory framework, providing clearer policy boundaries for institutional entry. Duong believes this marks a crucial phase where crypto transitions from a niche market to global financial infrastructure.
Furthermore, he emphasized that crypto demand is no longer reliant on a single narrative but is driven jointly by macroeconomics, technology, and geopolitics. The capital structure will also become more long-term, reducing purely speculative behavior. (Cointelegraph)
