Grayscale Forecasts Bitcoin to Hit New Record High by March of 2026

TLDR

• Grayscale forecasts a Bitcoin all-time high in early 2026 driven by ETF growth and macro conditions.
• A bipartisan US bill may boost token issuance and crypto market structure.
• Weakening fiat currencies may increase Bitcoin demand as a store of value.
• Broader ETF access and falling interest rates could support Bitcoin’s rise in 2026.

Grayscale expects Bitcoin to reach a new all-time high by March 2026 due to supportive regulation and macroeconomic trends. The company’s forecast is based on developments including the approval of crypto ETFs, a potential market structure bill, and increasing demand driven by weakening fiat currencies.

Macroeconomic Factors Support Bitcoin Growth

Grayscale’s 2026 outlook suggests that a mix of global economic trends could support a rise in Bitcoin’s price. The firm points to weakening fiat currencies, lower interest rates, and strength in alternative assets like gold and silver. These trends may encourage investors to shift toward digital assets.

Zach Pandl, Grayscale’s Head of Research, said during an interview with CNBC, “I think [2026] will be a year of dollar weakness, Federal Reserve rate cuts, and strength in gold, silver… as well as Bitcoin, Ether.” He added that such macroeconomic conditions could help digital assets reach new highs.

Grayscale also sees increased investor interest in Bitcoin and Ethereum as they continue to be seen as digital stores of value. The broader market is responding to inflation risks, while the use of crypto as a hedge continues to grow.

Legislative Progress Expected to Boost Market Confidence

Pandl mentioned that a bipartisan market structure bill is expected to pass in early 2026. This bill could create a legal framework that allows companies to issue tokens as part of their capital structures. The approval of such legislation may improve investor confidence and encourage participation in the crypto market.

He stated, “It looks like we are on track in January or in Q1,” referring to progress in Congress. Despite earlier delays caused by a government shutdown and political disputes in 2025, the bill is now gaining bipartisan support.

If passed, the bill could help startups and large companies alike incorporate blockchain-based instruments alongside traditional ones. Grayscale believes that such legal clarity will accelerate institutional and retail adoption of digital assets.

ETFs and Institutional Access Expand Crypto Adoption

One of the key changes over the past year has been the growing presence of crypto-based ETFs. These financial products make it easier for traditional investors to gain exposure to digital assets. With regulatory approval now moving forward, more ETFs covering a broader range of cryptocurrencies are expected in 2026.

Grayscale noted that ETF-led adoption is playing a key role in narrowing the gap between traditional finance and digital assets. As more ETFs become available, access to Bitcoin and similar assets could increase across both institutional and retail channels.

This shift also comes at a time when digital asset treasuries are becoming less dominant. The focus is moving toward real value creation and usability across industries. Companies are exploring ways to integrate digital assets beyond simple balance sheet strategies.

Bitcoin Outlook for Early 2026 Remains Positive

Despite weaker performance in the second half of 2025, Grayscale expects Bitcoin’s trend to reverse in 2026. The company’s forecast includes the potential for a new all-time high in the first quarter of the year, driven by stronger market access, regulatory support, and global economic pressures.

As conditions improve, Grayscale believes Bitcoin and other leading cryptocurrencies could benefit from growing demand for alternative stores of value. Regulatory certainty and stronger investor participation may help stabilize the market and drive upward movement in prices.

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