Coinbase Maps the Three Structural Forces Shaping Crypto Markets in 2026

Coinbase has outlined a forward-looking view of the crypto market, arguing that 2026 will reward infrastructure, regulation, and real usage over speculation. The company’s latest Crypto Market Outlook suggests traditional cycle models now offer limited guidance. Instead, institutional behavior, market structure, and payment utility increasingly shape price action. The report , authored by Coinbase global research head David Duong and research associate Colin Basco, frames crypto as a maturing financial system rather than a retail-driven trade. Besides revisiting major assets like Bitcoin, Ethereum, and Solana, the report emphasizes structural forces beneath market volatility. Coinbase expects macro conditions to remain supportive, although uncertainty will persist. Rising productivity and regulatory clarity could provide stability. Hence, the firm views early 2026 as constructive rather than overheated, with measured growth replacing speculative excess. Institutions and Regulation Redefine Market Dynamics Regulatory progress in 2025 laid the foundation for deeper institutional participation, according to Coinbase’s research...

https://coinpaper.com/13422/coinbase-maps-the-three-structural-forces-shaping-crypto-markets-in-2026