Coinbase: Confluence of Forces Set to Amplify Crypto Adoption in 2026

BlockBeats News, January 1st, Coinbase's Director of Investment Research, David Duong, stated that ETFs, stablecoins, tokenization, and clearer regulation will have a stacking effect in 2026, further accelerating cryptocurrency's mainstream adoption.

He pointed out that in 2025, spot ETFs opened a compliance gateway, corporate cryptocurrency treasuries emerged, stablecoins and tokenization became more deeply integrated into the financial core processes. By 2026, with accelerated ETF approvals, an expanded role for stablecoins in DvP (Delivery versus Payment), and wider acceptance of tokenized collateral, these trends will reinforce each other.

On the regulatory front, the U.S. clarified stablecoins and market structure through the GENIUS Act, while Europe advanced the MiCA regulatory framework, providing clearer policy boundaries for institutional entry. Duong believes this signifies a crucial stage for crypto from a niche market to global financial infrastructure.

Furthermore, he emphasized that crypto demand no longer relies on a single narrative but is being jointly driven by macroeconomics, technology, and geopolitics, with the capital structure becoming more long-term and reducing pure speculative activities.