A certain exchange's 2026 outlook: cautiously optimistic about the crypto market, "DAT 2.0" model is coming soon

According to Odaily, a certain exchange's Institutional division has released its 2026 Crypto Market Outlook Report.

The report shows that the exchange holds a cautiously optimistic attitude towards the crypto market in the first half of 2026, believing that the resilience of the US economy makes the market environment more similar to "1996" rather than "1999." Regarding institutional participation, 2026 may see the launch of the "DAT 2.0" model, with institutions shifting from simple asset allocation to more specialized trading, custody, and block space acquisition.

In terms of technological development, the report predicts that growing privacy demands will drive the construction of zero-knowledge proofs (ZKPs) and fully homomorphic encryption (FHE) technologies, and that the AI × crypto sector will see the emergence of autonomous trading agent systems. Application-specific chains will reshape the competitive landscape of crypto infrastructure, and tokenized stocks are expected to grow rapidly due to the advantage of atomic composability.

In terms of market opportunities, the composability of crypto derivatives, prediction markets, and stablecoin payments have become key areas of focus. The report forecasts that the total market capitalization of stablecoins could reach the target range of $1.2 trillion by the end of 2028.