Coinbase releases 2026 Outlook Report: Privacy, AI, and RWA will be key directions

Deep Tide TechFlow News, on December 20th, Coinbase Institutional released the 2026 Crypto Market Outlook report, providing an in-depth analysis of the development trends in the crypto economy for the coming year.

The report indicates that Coinbase remains cautiously optimistic about the crypto market in the first half of 2026, believing that the US economy will remain resilient and that the market environment will resemble “1996” rather 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 blockchain space acquisition.

In terms of technological development, the report expects that the growing demand for privacy will drive the development of Zero-Knowledge Proofs (ZKPs) and Fully Homomorphic Encryption (FHE) technologies. The AI × cryptocurrency sector will see the emergence of autonomous trading agent systems. Application-specific chains will reshape the competitive landscape of crypto infrastructure, and tokenized stocks are expected to grow rapidly due to their atomic composability advantages.

Market opportunities highlighted include the composability of crypto derivatives, prediction markets, and stablecoin payments. The report forecasts that the total market capitalization of stablecoins could reach the target range of 1.2 trillion USD by the end of 2028.