Top 10 Predictions for the 2026 Crypto Market: Bitcoin's Four-Year Cycle Breaks, ETF Will Absorb Over 100% of New Supply

2025-12-16 14:50:15

【Blockchain Rhythms】Asset management firm Bitwise recently released its top ten predictions for the cryptocurrency market in 2026, covering mainstream assets such as Bitcoin, Ethereum, Solana, and more.

Regarding Bitcoin, the forecast indicates it will break the traditional four-year cycle pattern and reach a new all-time high. Interestingly, Bitcoin’s volatility is expected to be lower than that of Nvidia stock—reflecting increased maturity of crypto assets and enhanced market stability. At the same time, the correlation between Bitcoin and traditional stocks is projected to continue decreasing, reinforcing its status as an independent asset class.

In the ETF sector, frequent developments are expected. The prediction suggests that spot ETFs for Bitcoin, Ethereum, and Solana will purchase over 100% of the new supply, driven by accelerating institutional investor demand. The assets under management in on-chain vaults (referred to as “ETF 2.0”) are expected to double, indicating multi-dimensional institutional capital inflows into the crypto ecosystem. The US will launch over 100 crypto-linked ETF products, further deepening market maturity.

In terms of institutional participation, Ivy League endowment funds are expected to allocate half of their assets to crypto investments. The performance of crypto-related stocks may outperform tech stocks, attracting more traditional investors’ attention.

In other areas, if the CLARITY bill for Ethereum and Solana passes, it will set new historical highs. The open interest on prediction market platforms is expected to reach record levels, even surpassing the levels seen during the 2024 US presidential election. Additionally, the expansion of stablecoins may attract some criticism, with concerns that they could pose challenges to the stability of emerging market currencies.

BTC0.92%

ETH0.48%

SOL0.66%

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RunWhenCut

· 12-18 13:02

Volatility is even lower than Nvidia? If it really becomes the "bond" in the hands of institutions, it will start to feel like a bond, but it doesn't quite have that flavor.

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LiquidationWatcher

· 12-16 15:20

Volatility lower than Nvidia? How crazy does it have to be... Is BTC stability finally here? --- ETF absorbs 100% of new supply, is it trying to lock all the coins? --- Breaking the four-year cycle, but the key is how high it can go this time... Predictions can be trusted to some extent. --- Institutions are pouring in continuously, retail investors are still hesitating whether to jump on board. --- Tired of hearing "mature assets," it's not too late to boast once it truly stabilizes. --- On-chain vaults doubling... these folks are getting more and more creative with their strategies. --- Talking about new all-time highs casually, but when that time comes, new fears will emerge. --- Lower volatility than Nvidia? That’s so stable, it’s a bit unbelievable.

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AirdropHunter420

· 12-16 15:15

Is the volatility lower than Nvidia? This wave of BTC is really about to take off. I'm optimistic about breaking the four-year cycle.

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MissedAirdropBro

· 12-16 15:14

Is the volatility lower than Nvidia? Bitcoin is really about to go mainstream.

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MEVHunterWang

· 12-16 15:13

Volatility lower than Nvidia? How stable does it need to be, feels like bragging. --- ETF absorbs 100% of new supply, do retail investors still have a way out... --- Four-year cycle breaks? Then I need to rethink my dollar-cost averaging strategy. --- Institutions entering so aggressively, is it really a good thing? Something feels off. --- On-chain vault doubles, sounds impressive, but you really have to put in the money to make it happen. --- New highs, new highs, but no money is flowing into my account. --- An independent asset class, huh? Let's talk about that again when the stock market plunges next time.

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pumpamentalist