Grayscale Predicts U.S. Crypto Market Regulation, Not Quantum Computing, to Shape 2026
Grayscale expects a bipartisan U.S. crypto market structure bill to become law in 2026. The proposed legislation would establish a traditional financial-market rulebook for cryptocurrencies, including registration and disclosure requirements, clearer asset classifications, and insider trading guardrails.
This clearer U.S. regulatory framework is anticipated to accelerate institutional adoption and increase on-chain activity by enabling regulated firms to hold digital assets on their balance sheets and transact on blockchains. These developments could signal the early stages of a more institutional era for crypto markets.
While quantum computing risks—such as the theoretical ability of powerful quantum computers to derive private keys from public keys, potentially enabling fraudulent transactions—are real, Grayscale believes they are unlikely to materially influence crypto asset prices in 2026.
Most blockchains, including Bitcoin, will eventually need to upgrade to post-quantum cryptography to mitigate these risks in the long run, though such concerns are not imminent.
