Grayscale: 2026 Crypto Market Focuses on US Regulatory Legislation and the Threat of Quantum Computing
TL;DR
Grayscale报告显示，2025年第四季度加密货币市场进入调整期，隐私相关资产表现突出，如Zcash。2026年市场关注美国国会加密货币立法和量子计算对区块链加密的潜在威胁。
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According to ChainCatcher, Grayscale's report indicates that the crypto market entered a correction phase in Q4 2025, with all six major crypto sectors experiencing negative returns. Privacy-related assets outperformed other sectors, especially Zcash (ZEC). As blockchain technology becomes increasingly integrated with traditional finance, the demand for privacy tools is becoming more apparent. The continued growth in Zcash's "block account" usage demonstrates the rising market demand for privacy features.
Other standout privacy assets include Monero (XMR), Decred (DCR), Dash (DASH), Basic Attention Token (BAT), and Beldex (BDX). Dash's daily trading volume doubled in Q4, BAT's Brave browser surpassed 100 million monthly active users, and Beldex integrated LayerZero for cross-chain interoperability. Looking ahead to 2026, the market is focused on two main themes: first, the US Congress's legislation on crypto market structure, which is expected to become law and provide traditional financial rules for the crypto capital market; and second, the potential threat of quantum computing to blockchain encryption methods. Although quantum computing technology is still in its early stages, it may prompt the market to assess blockchain's ability to address quantum challenges.