Grayscale sees regulation, not quantum fears, shaping crypto markets in 2026.

Grayscale's report suggests that the primary driver for digital asset markets in the near term, specifically 2026, will be the passage of comprehensive U.S. market structure legislation, which they expect to become law. This regulation is anticipated to bring a traditional financial-market rulebook to crypto, covering asset classification, disclosure, and insider guardrails, potentially ushering in a more institutional era. Conversely, Grayscale views concerns regarding quantum computing's threat to blockchain security as legitimate but overstated for the immediate future. While acknowledging that powerful quantum computers could eventually necessitate upgrades to post-quantum cryptography for blockchains like Bitcoin, the firm believes this risk will not materially affect asset valuations in the coming year.

(Source：CoinDesk)