On January 3, Galaxy Digital’s research team released its 2026 outlook, noting Bitcoin remains on track to hit a new all-time high next year. Options markets currently imply roughly equal odds of Bitcoin reaching $70k or $130k by June 2026, and $50k or $250k by year-end 2026 — wide ranges reflecting near-term uncertainty. Downside risks persist until Bitcoin firmly reclaims the $100k-$105k level, though Galaxy Digital expects the token to hit $250k by end-2027. Key additional predictions include: – No Solana inflation cut proposal will pass in 2026; the current SIMD-0411 proposal will be withdrawn without a vote. – The ratio of application revenue to network revenue will double. – The SEC will face lawsuits from traditional market participants or industry groups over its innovation exemption framework. – A major bank or brokerage will accept tokenized stocks as collateral. – Decentralized exchanges (DEXs) will capture over 25% of total spot trading volume. – Polymarket’s weekly trading volume will remain above $1.5 billion. – The U.S. will launch more than 50 spot altcoin ETFs, plus another 50 crypto ETFs (excluding spot single-asset products). – Net inflows into U.S. spot crypto ETFs will top $50 billion. – More than 15 crypto firms will IPO or uplist to a major U.S. exchange.
