#数字资产市场动态 【2026 Cryptocurrency Asset Attraction Expectation Rises, Institutional Investors Become the Main Growth Force】

Morgan Stanley's latest research report offers an interesting insight: after the cryptocurrency market revenue reached a new high of approximately $130 billion in 2025, the capital inflow next year is expected to rise another level, with a year-over-year increase of about 30%.

Where is the key change? The main players in this wave of new funds are increasingly institutional investors, no longer just retail traders.

From a policy perspective, the compliance framework in the U.S. market has become clearer, with regulations like the Clarity Act gradually being implemented, giving institutional investors confidence. This directly opens the door for digital asset adoption—venture capital, mergers and acquisitions, and IPO activities in sectors such as stablecoin issuance, payment solutions, exchanges, self-custody wallets, underlying infrastructure, and asset custody have noticeably heated up.

Morgan Stanley's modeling combines multiple dimensions: from capital flows through public channels like ETFs, to the implied incremental capital in CME futures, and to VC fundraising activities. The data perspective is quite comprehensive. In other words, this is not baseless speculation but an expectation built on real market signals.

With institutional entry, a more complete ecosystem, and clearer regulations—2026's cryptocurrency market may truly enter a new phase.