After a volatile 2025, investors are rethinking crypto cycles. Here are three investment themes that will shape the market’s next phase in 2026.
Investments News

Investing in cryptocurrency is a high-risk/high-reward activity, whether that entails day-trading in the open market, buying into institutional investment funds or investing in particular blockchain enterprises.
In recent years, the blockchain space has attempted to disrupt venture funding and investment through a particularly powerful use case in crowdfunding. An influx of hype and amateur investment reached a peak during the 2017 to 2018 initial coin offering, or ICO, bubble in which projects raised billions of dollars in return for assets of questionable value or utility, quickly putting the industry in the sights of the United States Securities and Exchange Commission and similar regulatory authorities.
There is ongoing discourse on and experimentation in how to fund open-source protocol development that doesn’t involve the traditional route of venture capital and that better aligns the incentives of all stakeholders, from the developers to the users.
Seeing where investment capital is going in the space can provide a gauge of market sentiment around industry trends and potential high-growth areas.
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BlackRock further separated itself from competitors in the crypto ETF market in 2025, with its Bitcoin and Ether funds, IBIT and ETHA, accounting for the majority of net inflows.
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BitMine added 32,938 ETH on Tuesday, with year-end tax-loss selling and low holiday liquidity pressuring prices, according to Fundstrat’s Tom Lee.
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As Strategy doubles down on its Bitcoin-first treasury approach, analysts warn that debt, dilution and market volatility could test the model’s resilience heading into 2026.
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An $11 billion Bitcoin whale is betting hundreds of millions of dollars on price increases of Bitcoin, Ether and Solana, while "smart money" traders remain net short on leading tokens.
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BlackRock’s tokenized money market fund has distributed $100 million from Treasury yields, offering a real-world test of blockchain-based financial infrastructure.
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Altcoins lagged Bitcoin in 2025, but XRP, Zcash and Algorand outperformed on regulatory clarity, privacy demand and tokenization.
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Weekly fund flows point to lingering caution, with investors favoring newer products and select regions over broad market exposure.
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The largest corporate Ethereum holders continue seeking passive yield through staking, effectively reducing the sellable Ether supply on the open market.
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Trend Research founder Jack Yi pledged to continue buying Ether, claiming more financial and regulatory tailwinds will drive crypto valuations in 2026.
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Trump‑era tariffs, bruising rate realities and a burned‑out memecoin cycle are forcing crypto to shed its Peter Pan phase and build tokens with real utility, says Animoca Brands’ Yat Siu.
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Fundstrat’s head of research said institutional tokenization supports a $7,000–$9,000 Ether price in early 2026 and a longer-term case for $20,000.
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Regulatory clarity in the United States and the likelihood of falling interest rates will push the crypto ETF market higher in 2026.
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Venture partners such as Pantera, Hash3 and Variant look back on a year of regulatory shifts and uneven markets, outlining crypto’s biggest winners and losers in 2025.
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Kraken’s pending IPO and the wave of crypto companies seeking public listings may help the industry attract more TradFi capital.
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