Coinbase Institutional Outlook Report: Next Year Will See "DeFi 2.0," Privacy, AI, and RWA Will Be Key Focus Areas

By: theblockbeats.news|2025/12/20 08:45:59

0

Share

copy

BlockBeats News, December 20th, Coinbase Institutional released the "2026 Crypto Market Outlook" report, analyzing the macro environment, regulatory progress, technological evolution, and application trends of the crypto market in 2026. The report believes that the U.S. economy remains resilient, but uncertainty remains high.

In the first half of 2026, the crypto market environment is more similar to 1996 than 1999. Regarding institutional participation, Coinbase proposes the "DAT 2.0" model, suggesting that institutions will shift from simple asset allocation to more professional trading, custody, and block space access. On the technological and application front, as institutional adoption increases, the demand for privacy technologies such as zero-knowledge proofs and fully homomorphic encryption is rising. The integration of AI and crypto for automated agents, application-specific blockchains and cross-chain interoperability, as well as asset tokenization (including tokenized stocks), are seen as important directions.

-- Price

You may also like

Trading Never Sleeps: On-Chain, Crude Oil, and Leverage

Trading Never Sleeps: On-Chain, Crude Oil, and Leverage

The prices in this window are determined by emotions, amplified by leverage, driven by the narrative of war—rather than by the supply and demand of crude oil.

On-chain Yield Panorama: The Evolution from Interest-bearing Stablecoins to Crypto Credit Products

On-chain Yield Panorama: The Evolution from Interest-bearing Stablecoins to Crypto Credit Products

In a bear market, investors tend to prefer more stable returns and lower underlying risks, which has driven the growth of interest-bearing stablecoins.

RootData announced the integration with OpenClaw, and these gameplay features have gone viral

RootData announced the integration with OpenClaw, and these gameplay features have gone viral

In the era of AI Agents, the value of data lies not in "ownership," but in "connection."

Key Market Intelligence on March 9th, how much did you miss out on?

Key Market Intelligence on March 9th, how much did you miss out on?

1. On-chain Funds: $221M flowed into Hyperliquid last week; $186.7M flowed out of Arbitrum 2. Largest Price Swings: $DENT, $UAI 3. Top News: Middle East Conflict Sparks Stagflation Trading, Global Stock Markets Shed Around $6 Trillion

a16z: After AI Superpowers, Where to Next for Humanity?

a16z: After AI Superpowers, Where to Next for Humanity?

Cryptocurrency will become the cornerstone of trust in this new era.

Why Does Oil Go Up When Bitcoin Goes Down?

Why Does Oil Go Up When Bitcoin Goes Down?

The Impact of Middle Eastern Oil on Bitcoin Price

Decoding 112,000 Polymarket Addresses: The Top 1% Making Money Are Doing These Five Things

Decoding 112,000 Polymarket Addresses: The Top 1% Making Money Are Doing These Five Things

Those loss-making addresses are not stupid, just lacking discipline — too many markets involved, overexposure, excessive FOMO, and hardly any post-mortem.

AAVE founder issues a warning: DeFi must never become the exit liquidity for Wall Street private credit

AAVE founder issues a warning: DeFi must never become the exit liquidity for Wall Street private credit

In order for RWA to succeed in DeFi and for DeFi to achieve meaningful scale expansion through real-world assets, the entire industry needs to thoughtfully and cautiously build opportunities that connect TradFi (traditional finance) and on-chain markets.

How To Create A Frequency So Strong It Makes Reality Obey You

How To Create A Frequency So Strong It Makes Reality Obey You

The first-ever WEEX AI Hackathon has concluded, with 10 winners emerging from over 200 global teams. Beyond its $1.8 million prize pool, the event marked a milestone—proving that the future of AI trading belongs to accessible, AI-powered innovation.

The cryptocurrency industry has waited for five and a half years, and what they got is half a ticket

The cryptocurrency industry has waited for five and a half years, and what they got is half a ticket

The hand that opens this door is not the rule, but the direction of the wind.

The trend of Ethena reveals what information about the cryptocurrency market

The trend of Ethena reveals what information about the cryptocurrency market

Through Ethena's data insights: the collective hedging and self-protection of VCs and project parties is leading the crypto market into an extreme risk-averse moment of "complete balance between bulls and bears" for the first time in history.

I've been in the crypto industry for five and a half years, and all I got was half a ticket.

I've been in the crypto industry for five and a half years, and all I got was half a ticket.

The hand that opens this door is not a rule, but a wind.

Crude Oil Surges 25%, Hyperliquid Unfolds On-Chain Showdown

Crude Oil Surges 25%, Hyperliquid Unfolds On-Chain Showdown

Hyperliquid users now need to keep an eye on the latest developments in the Iran Hormuz Strait, while a DeFi OG is using on-chain derivatives to hedge against war risk.

$20 Billion Valuation, Is Kalshi Engaging in an Arms Race with Polymarket?

$20 Billion Valuation, Is Kalshi Engaging in an Arms Race with Polymarket?

US-Iran Conflict + World Cup + Eve of Elections, Predicts Market Key Data Points to Reach New All-Time Highs in 2026.

Will Not Messing with OpenClaw Lead to Obsolescence in the AI Era? | Lobster Fuss Summit

Will Not Messing with OpenClaw Lead to Obsolescence in the AI Era? | Lobster Fuss Summit

Amazon Web Services On-Site Guidance to Deploy OpenClaw, Low-Cost and User-Friendly

Anticipating the Market's New Challenge to Political Elections

Anticipating the Market's New Challenge to Political Elections

The next US presidential election will depend on the prediction markets

The Shadow Business Empire of Iran's New Supreme Leader: Oil, Real Estate, and Financial Intrigue

The Shadow Business Empire of Iran's New Supreme Leader: Oil, Real Estate, and Financial Intrigue

From political and military influence to shaping the financial network, Mujataba has secretly laid the groundwork to assume the ultimate leadership position.

Next-Generation Software Built for Trillion-Agent Scale

Next-Generation Software Built for Trillion-Agent Scale

When the Agent becomes a key user of the software, software design, infrastructure, and business model will all change accordingly

Trading Never Sleeps: On-Chain, Crude Oil, and Leverage

The prices in this window are determined by emotions, amplified by leverage, driven by the narrative of war—rather than by the supply and demand of crude oil.

On-chain Yield Panorama: The Evolution from Interest-bearing Stablecoins to Crypto Credit Products

In a bear market, investors tend to prefer more stable returns and lower underlying risks, which has driven the growth of interest-bearing stablecoins.

RootData announced the integration with OpenClaw, and these gameplay features have gone viral

In the era of AI Agents, the value of data lies not in "ownership," but in "connection."

Key Market Intelligence on March 9th, how much did you miss out on?

1. On-chain Funds: $221M flowed into Hyperliquid last week; $186.7M flowed out of Arbitrum 2. Largest Price Swings: $DENT, $UAI 3. Top News: Middle East Conflict Sparks Stagflation Trading, Global Stock Markets Shed Around $6 Trillion

a16z: After AI Superpowers, Where to Next for Humanity?

Cryptocurrency will become the cornerstone of trust in this new era.

Why Does Oil Go Up When Bitcoin Goes Down?

The Impact of Middle Eastern Oil on Bitcoin Price

Popular coins

Latest Crypto News

06:43

Data: 387.26 BTC transferred from an anonymous address, then routed to another anonymous address

According to Arkham data, at 06:12, 387.26 BTC (worth approximately 26.62 million USD) was transferred from one anonymous address (starting with 3K4m...) to another anonymous address (starting with 32ow...).

05:43

Data: 165 million BARD transferred from Anchorage Digital, worth approximately 184 million USD

According to Arkham data, between 03:32 and 03:34, Anchorage Digital transferred a total of 3 transactions of BARD, amounting to 16,453,197 BARD (worth approximately 184 million USD), to the following anonymous addresses:5,523,874 BARD transferred to an anonymous address (starting with 0x0AD5...), w...

05:43

Data: A total of 163 million BARD transferred from Anchorage Digital, worth approximately 181 million USD

According to Arkham data, between 03:49 and 03:51, Anchorage Digital transferred a total of three large amounts of BARD, totaling 163 million (approximately 181 million USD), all to different anonymous addresses:At 03:49, 5,375,909 BARD (worth approximately 59.67 million USD) was transferred to an a...

05:43

Data: In the past 24 hours, the total liquidation across the network reached 498 million USD, with long positions liquidated at 267 million USD and short positions liquidated at 231 million USD

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $498 million, with long positions liquidated at $267 million and short positions liquidated at $231 million. Among them, Bitcoin long positions were liquidated at $98.0155 million, Bitcoin short positions...

05:43

Data: 298 million BARD transferred from Anchorage Digital, valued at approximately 334 million dollars

According to Arkham data, from 03:53 to 03:56, Anchorage Digital transferred a total of 29,981,067 BARD (worth approximately $334 million) to multiple anonymous addresses:At 03:53, 6,180,514 BARD (worth approximately $6.922 million) was transferred to an anonymous address (starting with 0x0994...)At...