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Structural shifts, not hype, expected to drive crypto market dynamics in 2026
Coinbase Institutional expects structural forces and concentrated activity, rather than hype cycles, to define crypto trading, liquidity, and adoption patterns heading into 2026.
Institutional analysis from suggests crypto markets are moving away from traditional hype driven boom and bust cycles toward structurally defined growth. The firm points to activity increasingly concentrating in a limited number of areas despite tighter global financial conditions. These segments are seeing sustained participation from institutional and sophisticated investors, driven by clearer use cases and market infrastructure improvements.