The Block Research’s Analysts: 2026 Predictions

Analysts from The Block Research offer several predictions for 2026 across various crypto sectors. A major theme is the explosive growth of stablecoins, with total supply exceeding $400B and seeing increased operational use in enterprise payments, though USDT's market share is expected to decline. Prediction markets, like Polymarket and Kalshi, are forecast to see significant volume increases, potentially leading one to launch its own chain, while NFTs and memecoin launchpads are expected to fade. Regarding corporate structures, many Digital Asset Trusts (DATs) are predicted to collapse as their shares trade below Net Asset Value (NAV), while several top-tier crypto companies like Kraken and Consensys are expected to IPO. Bitcoin Dominance is generally expected to remain above 50%, though some analysts predict BTC will reach $140k+ while others see major coins struggling due to geopolitical tensions. Furthermore, Base and Polymarket are predicted to launch tokens and achieve top-10 market caps on a fully diluted basis.

(Source：The Block)