Institutions Like Grayscale, Not Halvings, Will Define 2026

Crypto YouTuber and analyst Wendy O is siding with Grayscale over Barclays in a growing 2026 narrative battle: the four‑year Bitcoin cycle might be fading, and institutions are quietly writing the new script. In a recent video breakdown of major research notes from Grayscale, Barclays, Bitwise and others, she argues that the real story is not whether “altseason” happens on time, but how fast institutional rails harden under spot ETFs, tokenization and DeFi. Grayscale’s 2026 Playbook vs. the “It’s Over” Camp Wendy contrasts Barclays’ more downbeat framing — that the current run is largely “over” until regulation catches up

Continue reading on DailyCoin.