High
Pantera capital, a leading crypto vc firm, identifies multiple significant catalysts for 2026, including expanding institutional adoption, growth in real-world assets (rwas), g7 stablecoin initiatives, and a wave of crypto-friendly ipos. this comprehensive outlook suggests a strong positive trajectory for the entire crypto market.
High
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Bullish
Pantera capital's 'blockchain letter' projects optimism for 2026, highlighting growth drivers such as institutional integration (robinhood, jpmorgan), a notable drop in entry barriers for major financial players, anticipated doubling of rwas (treasuries, private credit), rapid growth in tokenized stocks, exploration of g7 stablecoins by ten major banks, and a landmark year for digital asset ipos. the firm also notes a significant percentage of bitcoin now held by public companies, etfs, and nations, all pointing to a shift towards compliance and institutional investment.