Grayscale Predicts 10 Key Investment Themes for 2026, Calling it the 'Dawn of the Institutional Era'

first published 2025-12-15T23:39:51Z

In its 2026 Digital Asset Outlook Grayscale called quantum computing a “red herring” for 2026, saying it poses a long-term cryptographic challenge but is unlikely to influence crypto valuations next year. The firm said most blockchains will eventually need post-quantum cryptography upgrades, cited estimates that quantum systems capable of breaking Bitcoin’s public-key cryptography are unlikely before 2030, and noted its view aligns with developers and DARPA benchmarking timelines. The report arrives as Grayscale expands retail and institutional exposure via new crypto ETPs.

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Grayscale explicitly called quantum a “red herring” for 2026 and cited estimates that quantum systems able to break Bitcoin’s public-key cryptography are unlikely before 2030; it also said most blockchains will need post-quantum upgrades and aligned its view with developers and DARPA timelines. The report’s timing coincides with Grayscale expanding exposure through new crypto ETPs.

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