Crypto Investment Themes for 2026: Bitcoin, Stablecoins and RWAs

2025 didn’t unfold the way many cryptocurrency investors expected. Although Bitcoin (BTC) peaked almost precisely in line with its historical four-year cycle, the long-anticipated blow-off top never materialized. Notably, Bitcoin’s gains failed to cascade into the broader market, leaving hopes for a full-fledged altcoin season largely unfulfilled. As a result, 2026 opens under a cloud of uncertainty. Investor sentiment is extremely negative, marked by caution and skepticism, even as the industry finds itself in an unprecedented position. For the first time in crypto’s 15-year history, institutions, corporations and regulators are…

India’s Central Bank Pushes For CBDCs Over Stablecoins

The Reserve Bank of India has urged countries to focus on central bank digital currencies over privately-issued stablecoins, citing concerns about financial stability. In its December financial stability report, released on Wednesday, the RBI argued that CBDCs preserve the “singleness of money and the integrity of the financial system,” and should remain as the “ultimate settlement asset” and the “anchor for trust in money.” “The RBI, therefore, strongly advocates that countries should prioritise central bank digital currencies over privately issued stablecoins to maintain trust in money, preserve financial stability and…

VCs Pick Incumbents, Stablecoins as 2025 Crypto Winners

After a year of regulatory change and uneven market performance, crypto investors are reassessing where value accrued in 2025.  In a recent podcast, Pantera Capital partner Mason Nystrom, Hash3 co-founder Hootie Rashidifard and Variant partner Alana Levin identified incumbents, such as Robinhood, alongside stablecoin companies and prediction markets as this year’s top performers. According to Nystrom, incumbents benefited from acting once the regulatory environment became clearer. He pointed to Robinhood, which he said had taken a cautious stance toward crypto in recent years before moving more aggressively in 2025, adding…

Amplify Launches ETFs for Stablecoins And Tokenization

Digital asset manager Amplify has launched two exchange-traded funds tracking blockchain projects across stablecoins and tokenization.  The company said on Tuesday that its Amplify Stablecoin Technology ETF (STBQ) and Amplify Tokenization Technology ETF (TKNQ) both went live on the NYSE Arca exchange. Both funds track a diversified index of companies working on products or infrastructure, along with projects that generate revenue from tokenization and stablecoins. “These new ETFs expand Amplify’s lineup at a time when the infrastructure behind stablecoins and the growth of tokenization are shaping the next phase of…

Amplify launches first-mover ETFs focused on stablecoins and tokenization

Key Takeaways Amplify launched the first ETFs specifically targeting stablecoin and tokenization technologies. These ETFs offer exposure to companies and crypto assets driving the stablecoin and tokenization markets. Share this article Amplify ETFs, which oversees over $16.6 billion in assets, has launched two new exchange-traded funds, the Amplify Stablecoin Technology ETF (STBQ) and the Amplify Tokenization Technology ETF (TKNQ). Billed as first-of-their-kind offerings, the ETFs provide targeted exposure to companies and digital assets supporting the expansion of stablecoins and tokenized finance ecosystems, according to a Tuesday announcement. STBQ targets firms…

Galaxy Predicts Stablecoins Will Overtake ACH Transaction Volume in 2026

Stablecoins could process more transaction volume than the US Automated Clearing House system in 2026, as regulatory clarity and rising adoption expand their usage, according to a new forecast. Galaxy Research, the research arm of digital asset company Galaxy Digital, pointed to existing transaction data and regulatory developments to support its prediction, noting that “stablecoin transactions already eclipse major credit card networks such as Visa and now process roughly half the transaction volume of the automated clearing house (ACH) system.” Thad Pinakiewicz, vice president of research, said stablecoin supply has…

Regulation, Stablecoins May Reshape Crypto in 2026

After a year of unexpected turbulence for crypto markets, 2026 could mark a turning point driven by regulatory clarity, accelerating stablecoin adoption and an improving macroeconomic backdrop, according to a new outlook from Coinbase Institutional. In its 70-page report, Coinbase Institutional said digital assets have evolved “from a niche market to an emerging pillar of global market infrastructure,” even as price volatility and uneven liquidity defined much of 2025. Looking ahead, Coinbase’s institutional arm expects clearer global regulatory frameworks to provide stronger policy guardrails, supporting innovation and long-term market maturation.…

How does GENIUS Act regulate yield-bearing stablecoins?

Share this article The GENIUS Act, signed into U.S. law in July 2025, draws a clear line between stablecoins as a means of payments and yield products as investments. In practice, that line is the single most important regulatory development for projects developing yield-bearing stablecoins, because the law’s core principle is to make payment stablecoins behave like digital cash: fully reserved, auditable, and easy to redeem, not a product that earns interest for simply being held. Read this article to learn how yield-bearing stablecoins fit into the new reality after…

Kyrgyzstan’s USDKG Shows How Gold-Backed Stablecoins Are Evolving

Key takeaways Kyrgyzstan has launched USDKG, a USD-pegged stablecoin that the project says is backed by physical gold rather than cash and short-term US Treasurys. The token was first deployed on Tron with a reported initial issuance of 50 million units, with plans to expand to Ethereum. This article explains why gold-reserve narratives and state-linked structures can appeal in remittance-heavy emerging markets that still price in dollars. It also lays out the key due diligence checks: reserve custody and attestations, redemption mechanics, admin controls and real-world distribution and liquidity. Kyrgyzstan,…

FDIC Proposes Framework for Bank-Issued Payment Stablecoins

The Federal Deposit Insurance Corp. (FDIC) is moving forward with rule-making under the US GENIUS Act by proposing a framework for how regulated banks could apply to issue payment stablecoins, a key early step in implementing the law’s stablecoin provisions. In a 38-page document posted to the FDIC’s website, the agency detailed proposed approval requirements for the issuance of payment stablecoins by subsidiaries of FDIC-supervised institutions.  As Bloomberg reported, the proposal is subject to a public consultation period before advancing to the next stage of the rulemaking process. Excerpts from…