David Duong, Head of Research at Coinbase, forecasts that multiple factors driving the crypto industry's growth in 2025 will further accelerate adoption in 2026. Key elements include crypto ETFs, stablecoins, asset tokenization, and clearer regulatory frameworks. Duong anticipates that the shortening of ETF approval cycles, the enhanced role of stablecoins in Delivery versus Payment (DvP) settlements, and broader acceptance of tokenized collateral will strengthen these trends.
Additionally, Duong believes that clearer global regulations are transforming crypto from a niche market into a component of global financial infrastructure. He notes that crypto demand is increasingly driven by macroeconomic, technological, and geopolitical factors, shifting towards more long-term, strategic investment participation.
Coinbase's David Duong Predicts Accelerated Crypto Adoption in 2026
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