Coinbase Institutional, the research arm of Coinbase (Nasdaq: COIN), published a report titled “2026 Crypto Market Outlook” last week, detailing the major forces expected to influence digital asset markets over the coming year.

The report frames the current environment as a pivotal transition for the industry. Global Head of Investment Research David Duong stated that the period represents “an extraordinary and transformative period for the crypto ecosystem.” He added:

Despite the substantial progress thus far, we think the industry’s full potential is still far from realized.

Duong further explained that the outlook deliberately avoids a single narrative, stating: “This year’s outlook is not about speculating on a single storyline. It is about recognizing how policy clarity, institutional architecture, and broader participation are converging to make crypto part of the financial core. If we execute—on product quality, regulatory stewardship, and user-centric design—we can help ensure that the next wave of innovation reaches everyone, everywhere, all the time.”

Read more: Coinbase Doubles Down: CEO Says Crypto Will Eat Most of Financial Services

Beyond individual commentary, the report articulates several explicit themes supported by firmwide analysis. Coinbase noted:

We believe clearer global frameworks will change how institutions approach strategy, risk, and compliance in 2026.

On derivatives, the report adds: “Composability of crypto derivatives: As global retail participation in U.S. equities continues its secular rise, we think equity perps could become the preferred choice for a new generation of retail traders, pairing 24/7 access with capital efficiency.” The outlook also highlights information markets, stating: “ Prediction markets: Expect volumes to broaden out in 2026 as tax changes in the U.S. may tilt users to these derivative-anchored markets. We think prediction-market aggregators could emerge as a dominant interface layer.”

On stablecoins and payments, the report projects scale, explaining:

Our stochastic model forecasts that the total stablecoin market cap could reach a target range centered around $1.2T by the end of 2028. Expect to see growth of newer use cases in cross-border-transaction settlement, remittances, and payroll platforms.

The firm concludes: “We think the crypto industry is positioned to integrate with the financial core. Capitalizing on the opportunity depends on strong execution across product quality, regulatory compliance, and user-centric design. By focusing on these areas, we can ensure this next wave of innovation is accessible to everyone, everywhere, all the time.”

• What does the Coinbase 2026 Crypto Market Outlook focus on?
  It outlines how policy clarity, institutional architecture, and broader participation could reshape crypto markets.
• How does Coinbase view institutional adoption in crypto?
  The report says clearer global frameworks will change how institutions approach strategy, risk, and compliance.
• What trends does the outlook highlight for derivatives?
  Coinbase expects equity perps and composable crypto derivatives to gain traction among retail traders.
• What is Coinbase’s long-term view on stablecoins?
  The firm forecasts the stablecoin market cap could approach a range centered around $1.2T by 2028.

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