Digital Assets to Shift From Disruption to Integration in 2026, CoinShares Says

Crypto asset manager CoinShares, in its 2026 Digital Asset Outlook, asserts that digital assets are moving beyond being an outside-the-system experiment to becoming a core layer of financial infrastructure. This next phase, termed “hybrid finance,” will be defined by convergence, where crypto rails merge with traditional finance to create new market plumbing, according to CEO Jean-Marie Mognetti. This integration is evident in the growth of tokenized assets like private credit and U.S. Treasuries, alongside increased stablecoin usage. Bitcoin's mainstreaming is accelerating, supported by significant ETF inflows and corporate treasury holdings. For 2026, CoinShares expects broader access via wealth platforms and more direct institutional settlement. The firm outlined three potential Bitcoin price paths based on macro conditions: above $150,000 with a soft landing, $110,000–$140,000 with muted growth, or near-term hits due to stagflation/recession. Ethereum remains the institutional anchor in the intensifying competition for the hybrid finance settlement layer.

(Source：CoinDesk)