2026 год станет годом суперцикла на рынке криптовалют? Аналитики дают эти ключевые прогнозы

【Block Dynamics】After the cryptocurrency industry’s strong performance in 2025, there remains considerable room for imagination in 2026.

Let’s review the past year: Although Bitcoin saw a pullback of around 6% in the fourth quarter, crypto-related concept stocks delivered an average gain of 59% — the gap is truly staggering. If you didn’t bottom-fish those related stocks back then, you’re probably regretting it now.

So what about 2026? Some analysis institutions believe the opportunities are just beginning.

Tokenization Becomes the New Theme

Tokenization will become the major theme throughout the year. This isn’t exactly a new concept, but it’s definitely different this year. The scale of stablecoins will expand dramatically — projected growth of 56%, reaching a total scale of $420 billion, with main drivers coming from payment and fintech sectors. Now even traditional finance giants like Block, Revolut, and PayPal are positioning themselves, signaling that the wind is indeed changing direction.

What’s even more promising is the RWA (Real World Asset tokenization) segment. The total locked value could surge from $37 billion to $80 billion, with tokenized equities’ share rising from 2% to 16%. Even banks, those old-fashioned institutions, are getting restless, with some beginning to plan their own tokenization projects.

Bitcoin’s Target Price

Regarding Bitcoin, the bottom has been confirmed. Target prices point to $150,000 for 2026, with the cycle peak in 2027 potentially reaching $200,000. This number sounds large, but relative to current prices it’s not that far-fetched.

Prediction Markets Take Off

Prediction market trading volume is expected to double to $70 billion, with annual revenue around $1.4 billion. If U.S. midterm elections proceed as scheduled, related platforms will gain additional policy support — a meaningful catalyst.

How to Position

If you want to participate in this wave, you can look at these directions: tokenization infrastructure companies, direct Bitcoin exposure, and AI and computing power-related sectors. As for specific stocks, you’ll need to do your own research.