Crypto’s Building Blocks Are Falling Into Place for 2026
Coinbase research head David Duong predicts 2026 will see compounding forces accelerate crypto adoption through ETFs, stablecoins, and tokenization.Summary
David Duong, Coinbase's head of investment research, stated that key developments from 2025, including regulated access via spot ETFs, the emergence of digital asset treasuries, and the deeper integration of tokenization and stablecoins into financial workflows, are set to compound in 2026, accelerating crypto adoption. Duong expects ETF approval timelines to compress, stablecoins to play a larger role in delivery-vs-payment (DvP) structures, and tokenized collateral to gain broader recognition in traditional transactions. He noted that clearer global regulations, such as the US's focus on stablecoin oversight and Europe's MiCA, are creating the operational readiness needed for the next phase of institutional adoption by providing necessary policy guardrails. Furthermore, the investor base has diversified, meaning crypto demand is no longer tied to a single narrative but reflects macroeconomics, technology, and geopolitics, suggesting more persistent capital flow.
(Source：Cointelegraph)