Grayscale sees regulation, not quantum fears, shaping crypto markets in 2026
As 2025 draws to a close, investor attention is converging around two big questions: how quickly Washington will deliver a comprehensive regulatory framework for digital assets, and whether advances in quantum computing pose an imminent threat to blockchain security, crypto asset manager Grayscale said in a Monday report. In Grayscale’s view, one of these debates is likely to reshape markets in the near term, while the other may prove more of a distraction than a driver. While negotiations remain over key details, the analysts said the broad direction is clear: Lawmakers are moving toward a traditional financial-market rulebook for crypto, covering registration and disclosure requirements, clearer classifications of digital assets and guardrails for insiders.
Regulated financial services firms may become more comfortable holding digital assets on their balance sheets, while increased legal clarity could encourage institutions to transact directly on blockchains. The report argued that such developments would mark the early stages of a more institutional era for crypto markets. A more complete and harmonized regulatory framework in the U.S., and potentially across other major economies, could have practical consequences for adoption. Regulated financial services firms may become more comfortable holding digital assets on their balance sheets, while increased legal clarity could encourage institutions to transact directly on blockchains. The report argued that such developments would mark the early stages of a more institutional era for crypto markets. In contrast, the analysts see concerns about quantum computing as a legitimate but overstated theme heading into 2026. The firm expects the topic to generate headlines and debate, but says it is unlikely to materially influence asset prices in the near term. Grayscale acknowledged that, in theory, sufficiently powerful quantum computers could undermine today’s cryptographic standards by deriving private keys from public ones, potentially enabling fraudulent transactions. Over the long run, Grayscale says most blockchains, including Bitcoin, along with much of the broader digital economy, will need to upgrade to post-quantum cryptography. However, the firm believes those risks remain distant for now. While markets may eventually assess blockchains based on how prepared they are to address the quantum challenge, this will not meaningfully affect valuations next year.
Bitcoin reverses early gains, drops below $88,000 as Nasdaq futures wilt
Bitcoin reversed Asian session gains, dropping below $88,000 and affecting major altcoins.
What to know: Bitcoin reversed Asian session gains, dropping below $88,000 and dragging major altcoins lower. The decline aligns with a drop in Nasdaq futures, highlighting their strong positive correlation. Traders have reduced their leveraged positions as open interest in futures has decreased, reflecting cautious market sentiment. reversed gains made earlier in Asia, puncturing nascent recovery rallies in major alternative cryptocurrencies. The leading cryptocurrency by market value dropped below $88,000, having peeped above $90,000, CoinDesk data show. Major altcoins including They also retraced their adances. The CoinDesk 20 Index (CD20) pulled back to 2,726, roughly where it was in early Asia before it popped to 2,789.
The decline is consistent with weakness in stock index futures. As of writing, futures tied to Wall Street's tech-heavy Nasdaq 100 Index traded 0.5% lower on the day, pointing to a cautious start to trading. BTC and the Nasdaq share a strong positive correlation that becomes more pronounced during Nasdaq downtrends, according to Wintermute.
The pullback led traders to slightly scale back their leveraged bets. Data from Coinglass shows that cumulative open interest in futures listed worldwide declined to around 533,000 BTC from the 540,000 BTC seen earlier today. Open interest had popped from 524,000 BTC as the bitcoin price rose to $90,000. The cryptocurrency has recently tended to underperform during U.S. hours, according to Laser Digital.
"An interesting trend to take note of has been the distinct underperformance during the US timezone. (both BTC, ETH down 3%+ over US hours [last week] offset by strength during Asian hours) driven most likely by selling pressure coming from the year-end tax harvesting flow as crypto has been a large underperformer among global assets this year," analysts at Laser Digital wrote in an analysis note Monday. John Glover, an Elliott wave expert and chief investment officer at crypto lender Ledn, signaled a bullish outlook.
"The Bitcoin price chart looks very promising for higher prices in the future, but less certainty in the near term.
Crescimento global da Ripple: aprimorando o XRP para pagamentos internacionais
#Ripple💰 Expansões e colaborações impulsionam #XRP em direção à adoção global A Ripple, a empresa por trás do XRP, está fazendo avanços significativos para se tornar um sistema de pagamento global líder. Por meio de atualizações contínuas e colaborações estratégicas, a Ripple visa aumentar a utilidade e a adoção do XRP, particularmente em pagamentos internacionais. Movimentos estratégicos da Ripple e melhorias nos serviços de custódia A Ripple anunciou diversas atualizações importantes para seus serviços de custódia Ripple, incluindo: Integração com o XRP Ledger para tokenizar ativos do mundo real
Inicia sessão para explorares mais conteúdos
Fica a saber as últimas notícias sobre criptomoedas
⚡️ Participa nas mais recentes discussões sobre criptomoedas
💬 Interage com os teus criadores preferidos
👍 Desfruta de conteúdos que sejam do teu interesse