Crypto’s wealthy investors and industry leaders see IPO hype waning in 2026
Analysis
Price Impact
MedThe waning ipo hype and rising consolidation risk suggest a shift in investor sentiment from speculative growth to more mature, infrastructure-focused development. this could reduce capital flowing into new, high-growth ventures, potentially dampening overall market enthusiasm for highly speculative assets, while possibly favoring established, compliant projects.
Trustworthiness
HighThe report originates from the influential cfc st. moritz crypto conference, based on surveyed outlooks of 242 wealthy investors and industry leaders, and is reported by coindesk. this represents 'informed capital' speaking.
Price Direction
NeutralWhile less ipo hype might remove some speculative froth, the shift towards 'infrastructure, liquidity, and regulatory credibility' and improved u.s. regulation indicates a maturing market. this could lead to consolidation and less explosive growth for new projects, but potentially more stability and institutional adoption for established, compliant players, balancing the overall market impact.
Time Effect
LongThe report specifically discusses investor outlook for 2026 and beyond, focusing on a strategic shift in industry priorities from short-term hype to long-term foundational growth and regulatory compliance.
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Finance Condividi Condividi questo articolo Copia link X icon X (Twitter) LinkedIn Facebook Email Crypto’s wealthy investors and industry leaders see IPO hype waning in 2026 Despite expectations for some IPO and venture activity in 2026, fewer investors feel as confident as they did last year, according to the latest CfC St. Moritz report. Di Ian Allison | Editor Sheldon Reback 4 feb 2026, 10:18 a.m. Tradotto da IA Make us preferred on Google Nicolo Stöhr, CEO of the CfC St. Moritz (CfC modified by CoinDesk) What to know : Investor expectations for crypto company IPOs is fading after a record year. Markets are seen as too small and liquidity shortages emerge as the biggest risk as traditional finance firms take a larger role in the industry. Attendees note the improvement in U.S. crypto regulation, with the country rising from last to second place in regulatory favorability. The hype around cryptocurrency companies going public is waning because markets are still viewed as insufficiently large for the traditional finance (TradFi) firms that are taking an increased interest in the industry. Fewer investors feel as confident as they did last year, according to a report from the influential CfC St. Moritz , Switzerland crypto conference, which recorded the outlook and predictions of 242 respondents at the event. STORY CONTINUES BELOW Ne manquez pas une autre histoire. Abonnez vous à la newsletter Crypto Daybook Americas aujourd . Voir toutes les newsletters Inscrivez-moi By signing up, you will receive emails about CoinDesk products and you agree to our terms & conditions and politique de confidentialité . After a record 2025 that saw 11 IPOs raise $14.6 billion, “sentiment points to waning IPO intensity and rising consolidation risk,” the report said. Liquidity shortages are seen as the biggest threat, according to the report. Of 242 respondents, 107 believe “TradFi is taking over” crypto, up more than 50% year over year. Attendees, however, noted an improvement in crypto regulation in the U.S. and UAE. The U.S. jumped from last to second place in regulatory favorability within a year, reflecting rising confidence, and the UAE remains the top jurisdiction. “The CfC St. Moritz Report captures the thinking of some of the most influential decision-makers in digital assets,” said Nicolo Stöhr, CEO of the CfC St. Moritz. “Their responses point to a clear shift in priorities, from hype to infrastructure, liquidity, and regulatory credibility, as well as a rapidly changing view of the U.S. market. This is informed capital speaking, and it reflects where the industry is truly heading.” CoinDesk Wealth