Crypto Long & Short: 2026: The year institutions treat crypto as part of their core stack

Overview

In this week’s edition of the Crypto Long & Short Newsletter, insights from Adeniyi Abiodun highlight a significant shift expected in the institutional approach to cryptocurrency. Abiodun forecasts that by 2026, Wall Street will begin to integrate blockchain technology into its core operations rather than merely surrounding it. Additionally, Andy Baer contributes to the newsletter with his initial Vibe Check of the year, reflecting on the quarterly fluctuations in the crypto market throughout 2025 and the invigorating beginning of 2026.

Institutional Adoption of Blockchain

Adeniyi Abiodun’s analysis emphasizes that the landscape of cryptocurrency is on the verge of transformation, particularly concerning institutional involvement. He suggests that the year 2026 will mark a pivotal point where major financial institutions will transition from observing blockchain technology to actively building upon it. This change indicates a growing recognition of blockchain’s potential to enhance operational efficiency, security, and transparency within financial systems.

The implication of this forecast is substantial. If Wall Street shifts its focus toward building on blockchain, it could pave the way for innovative financial products and services that leverage the unique capabilities of this technology. Such developments could fundamentally alter the way transactions are conducted and recorded, offering a more streamlined and secure alternative to traditional methods.

Quarterly Mood Swings in Crypto

Andy Baer’s Vibe Check offers a retrospective view of the crypto market’s behavior throughout 2025, characterized by notable quarterly mood swings. This analysis serves to contextualize the current state of the market as it enters 2026 with renewed energy. The fluctuations observed in 2025 may provide insights into the market’s volatility and the factors influencing investor sentiment.

The energetic start to 2026 suggests that there may be a resurgence of interest and activity within the crypto space. This could be attributed to various catalysts, including technological advancements, regulatory developments, or shifts in market dynamics. Understanding these mood swings is crucial for investors and stakeholders as they navigate the evolving landscape of cryptocurrency.

From Author

The predictions made in this newsletter reflect a broader trend of increasing institutional interest in cryptocurrency and blockchain technology. As Wall Street considers integrating these innovations into its operations, the potential for growth and development in the crypto sector becomes more pronounced. The insights provided by Abiodun and Baer highlight the importance of staying attuned to market trends and sentiment, which can significantly impact investment strategies.

Impact on the Crypto Market

• A shift in institutional focus toward building on blockchain could lead to greater acceptance and integration of cryptocurrency in mainstream finance.
• Potential development of new financial products and services based on blockchain technology may attract more institutional and retail investors.
• Increased institutional involvement may contribute to market stability and reduce volatility over time.
• A renewed interest in the crypto market at the start of 2026 suggests potential for growth and innovation in the coming years.
• Understanding quarterly mood swings can help investors make informed decisions based on market sentiment and trends.