Grayscale 2026 Crypto Outlook: Regulation Over Quantum Computing to Shape Bitcoin & Markets

Asset manager Grayscale Investments has released its 2026 crypto market outlook, highlighting regulatory developments as the primary force shaping the industry, while downplaying near-term threats from quantum computing. The report suggests that clear regulatory frameworks, rather than technological fears, will be the key driver for institutional adoption and market maturity. Grayscale emphasizes that progress in U.S. crypto regulations and the potential approval of more ETFs will significantly influence Bitcoin (BTC) and Ethereum (ETH) markets. The analysis positions quantum computing as a long-term consideration, not an immediate risk to blockchain security, allowing investors to focus on evolving policy landscapes. This regulatory clarity is seen as crucial for the next phase of growth in the crypto sector.