Binance Research believes 2026 could be a decidedly more favorable year for Bitcoin (BTC) and cryptocurrencies due to a more flexible macroeconomic environment, increased adoption, and renewed appetite for risk assets.
According to a report titled Theme for 2025 and 2026the market may emerge from the phase of uncertainty that occupied most of the previous year and enter a more favorable scenario. This provides liquidity, economic stimulus and a clearer regulatory framework.especially in the United States.
Experts from the exchange’s research field say that one of the main triggers for 2026 will be changes in the global macroeconomic situation. What is expected is US economic policy combines fiscal stimuluslooser financial conditions and signs of deregulation will encourage the return of capital to assets considered to be riskier, such as cryptocurrencies.
“The combination of the US midterm election cycle and new fiscal priorities will have a decisive impact on markets. Historically, governments tend to accelerate economic policy before they face significant legislative resistance. Therefore, governments typically have increased incentives to stimulate activity,” the report highlights.
For markets, this type of scenario is usually interpreted as a nod to stimulus and increased risk appetite.
Binance predicts strong Bitcoin market performance in 2026
In this scenario, liquidity will again play a central role. An environment of increased capital availability and less restrictive pressures could reinvigorate demand for Bitcoin and other crypto assets after a period characterized by caution, volatility, and defensive flows.
“This backdrop is reinforced by the financial environment. With inflation easing and the labor market gradually cooling, the Fed’s scope to resume its aggressive stance appears limited. Unless there is a strong and sustained recovery in inflation, the scenario continues to trend toward lower interest rates and easier financial conditions,” the experts said.
Similarly, he points out that BTC is at a different stage than previous cycles. The base layer 2025 metric has lost relative importance, with active addresses down nearly 16% year-over-year. On top of that, Digital currencies have strengthened their role within macro portfolios and regulatory channels.
At the same time, network security continued to be strengthened, hashrate exceeded 1 zettahash per second, and mining difficulty increased by approximately 36% year-on-year.
The hypothesis is that the scenario may shift from a defensive posture to a more constructive posture. In other words, it will enable new growth stories in the following situations: BTC moves towards institutional level liquidity macro asset status.
Role of stablecoins in market growth
The report highlights that stablecoins will become one of the growth pillars in 2026, not only as transaction tools but also as key infrastructure for payments, savings and digital financial services.
Binance Research highlights that Competition will no longer be solely focused on stablecoin issuance. The challenge ahead is to master interoperability and real-world use cases within and outside the ecosystem.
“This year, 2026, regulation will move from design to implementation. In the US, practical enforcement of laws such as GENIUS and clarity on decentralized finance (DeFi), custody and stablecoins will be key. Meanwhile, in Europe and the UK, the end of the MiCA transition deadline will focus activity on regulated issuers and platforms.”
In practice, this means that the regulatory framework It will cease to be a project and will become operational.
As reported by CriptoNoticias, in 2025, the National Innovation Guidance Establishment Act for Stablecoins, better known as the GENIUS Act, was approved in the United States. The standard aims to integrate stablecoins into the traditional financial system and requires 1:1 support with the dollar, stronger user protections, and clear rules for their operation.
With this regulatory advancement, 2025 is shaping up to be the year that stablecoins reach mass adoption.. The total value of stablecoins exceeded $300 billion, ending the year at approximately $305 billion. Year-on-year growth is more than 49%.
This progress was also reflected in increased trading volumes and increased participation by institutional investors. In this way, stablecoins have strengthened their role as a bridge between traditional finance and the digital asset ecosystem.
Looking to the future, this regulatory framework and the continued growth of the sector will strengthen this strategic role. In this context, they can become an important part of the digital financial infrastructure. Its use in payments, remittances, and DeFi is growing.
System introduction for 2026
Binance Research highlights that adoption by institutional investors has left behind a logic focused solely on price exposure, moving towards deeper integration within the financial infrastructure.
“Adoption by institutional investors is based on simple price exposure; Broader integration into financial infrastructureproduct and liquidity management,” the report states.
This trend was already starting to take shape in 2025, when exchange-traded funds (ETFs) were launched in the United States. In addition to BTC, there are currently financial products linked to various cryptoassets, such as XRP, Solana (SOL), and even Dogecoin (DOGE).
At the same time, more and more companies have started incorporating digital assets into their finances. Most often they are used as a reserve of value or as a diversification tool in an investment portfolio.
A favorable scenario, but not without risks
However, Binance warns that this favorable scenario for 2026 will depend on macroeconomic conditions. “The outlook for 2026 depends on whether favorable macroeconomic winds materialize, in particular improved liquidity conditions and increased regulatory transparency,” the report underlines.
Taken together, the analysis shows that if these conditions are met, 2026 could be a new stage of maturity for BTC and cryptocurrencies. Markets are becoming more integrated into the global financial system and are becoming less and less dependent on speculation alone.
(Tag translation) Altcoin
