Global investment bank Goldman Sachs stated that market structure laws for crypto assets in the US could be a critical catalyst for institutional adoption in 2026. The analysis published by the bank emphasized that a reduction in regulatory uncertainty would pave the way for a stronger and more systematic shift of large financial institutions towards crypto assets.
The report notes that the regulatory easing policies supported by the Trump administration, along with the leadership change at the US Securities and Exchange Commission (SEC), have created a clearer and more predictable framework for the markets. According to Goldman Sachs, these developments could reduce policy uncertainty for institutional investors, who have been cautious until now, and accelerate their decision-making processes.
The bank anticipates significant growth potential in areas such as tokenization, decentralized finance (DeFi), and stablecoins with the new regulations. In particular, the tokenization of real-world assets is expected to increase efficiency in capital markets and lead to the emergence of new products. On the DeFi side, it is stated that clearer rules could accelerate the integration between traditional finance and blockchain-based systems.
Goldman Sachs also points out that blockchain infrastructure companies could stand out in this process. According to the report, infrastructure-focused firms are less exposed to short-term price fluctuations in crypto markets, while they can benefit from the expansion of the ecosystem in a long-term and sustainable way.
Experts believe that the implementation of a comprehensive legal framework for the cryptocurrency market in the US could be a turning point, accelerating not only the local market but also institutional crypto adoption on a global scale.
*This is not investment advice.
