10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise

10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise – Bankless

Key Insights

$BTC - Bitcoin entering a new 5-10 year institutional cycle with ETF demand exceeding 100% of new supply, creating structural price pressure upward
$ETH - Ethereum has the strongest supply/demand imbalance among major cryptos with only $3B in new supply versus $10B+ in expected ETF inflows
$CRYPTOEQ - Crypto equities expected to significantly outperform tech equities based on historical patterns
$SOL - Solana showing strong ETF demand with $600M inflows in less than two months versus only $3.6B in new supply
$POLYMARKET - Polymarket expected to exceed previous highs as it opens to the US market, the world's largest market
$STABLES - Stablecoins gaining traction with emerging market economies studying them at scale of hundreds of billions of dollars

$NVDA - Nvidia becoming more volatile while Bitcoin becomes less volatile as institutions adopt crypto