Coinbase Institutional — Institutional Outlook 2026 paper
Overview
The 2026 Crypto Market Outlook is an annual research report published in December 2025 by Coinbase Institutional's Market Intelligence team. It sets out the firm's macroeconomic view and asset-level outlooks for bitcoin, ether and solana, alongside sections on regulation, market structure and tokenization. Specific themes include the diminishing reliability of bitcoin's four-year cycle model, risks from quantum computing, and the impact of protocol upgrades such as Ethereum's Fusaka hard fork and Solana's Alpenglow. Coinbase argues that institutional participation and market plumbing, rather than retail speculation, increasingly shape crypto price behaviour.
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Frequently asked questions
Who produces the 2026 Crypto Market Outlook?
Coinbase Institutional's Market Intelligence research team; it was published in December 2025.
Which assets get dedicated outlooks in the report?
Bitcoin, ether and solana.
What protocol upgrades does the report analyse?
Ethereum's Fusaka hard fork and Solana's Alpenglow upgrade.
Sources
Facts on this page were verified against the following sources.