【BlockBeats】There’s a noteworthy perspective from a renowned investment bank worth noting. According to reports, as regulatory frameworks continue to improve and traditional financial institutions begin large-scale deployment of blockchain technology, digital assets are expected to reach a critical inflection point in 2026 — evolving from purely speculation-driven assets into genuine financial infrastructure.
What’s driving this transformation? Analysis suggests several key factors: stablecoin regulatory rules are becoming increasingly clear, real-world asset (RWA) tokenization progress is advancing, governance frameworks are becoming more refined, and interoperability between traditional bank ledgers and public chains is improving. These factors combined are transforming the entire “use ecosystem” of digital assets, not just trading methods.
The most direct manifestation is the shift in business models. Previously, many digital asset-related enterprises simply bought and held coins; now the trend is reversing — they’re beginning to deploy assets into operations that generate actual revenue. This isn’t simple hoarding behavior, but rather treating digital assets as genuine means of production, building sustainable recurring revenue models.
There’s also one detail that cannot be overlooked: MSCI’s decision to defer removing crypto asset holders with high holdings from indices has sent positive signals to the sector’s valuations and capital flows in the short term. Industry participants expect this trend from holding to operations will gradually permeate the entire industry.
Will we really have infrastructure by 2026? I doubt it—regulations keep loosening and tightening, who knows what new tricks they'll come up with next.
This whole RWA and stablecoin thing sounds great from investment banks, but real implementation still depends on policy winds from different countries.
People have been talking about switching from hodling coins to operations for ages, yet there are still folks betting on coin prices—cut the act.
2026年デジタル資産は変革を迎える：投機資産から実用的なインフラへ
【BlockBeats】There’s a noteworthy perspective from a renowned investment bank worth noting. According to reports, as regulatory frameworks continue to improve and traditional financial institutions begin large-scale deployment of blockchain technology, digital assets are expected to reach a critical inflection point in 2026 — evolving from purely speculation-driven assets into genuine financial infrastructure.
What’s driving this transformation? Analysis suggests several key factors: stablecoin regulatory rules are becoming increasingly clear, real-world asset (RWA) tokenization progress is advancing, governance frameworks are becoming more refined, and interoperability between traditional bank ledgers and public chains is improving. These factors combined are transforming the entire “use ecosystem” of digital assets, not just trading methods.
The most direct manifestation is the shift in business models. Previously, many digital asset-related enterprises simply bought and held coins; now the trend is reversing — they’re beginning to deploy assets into operations that generate actual revenue. This isn’t simple hoarding behavior, but rather treating digital assets as genuine means of production, building sustainable recurring revenue models.
There’s also one detail that cannot be overlooked: MSCI’s decision to defer removing crypto asset holders with high holdings from indices has sent positive signals to the sector’s valuations and capital flows in the short term. Industry participants expect this trend from holding to operations will gradually permeate the entire industry.