Back to school

Now that we’re back to school, crypto is once again making headlines. In the U.S., the launch of a new digital asset tied to Donald Trump’s family has pushed their fortunes to fresh records, while newly listed blockchain companies continue to attract investor demand. But this resurgence comes against a shifting macro backdrop: the dollar is losing ground, gold is back in vogue as a safe haven, and markets remain unsettled by the uncertainty around rates. What lies ahead for 2026?

Crypto is no longer a sideshow. It has become a participant in the same macro conversation that drives equities, bonds, and commodities. As the dollar weakens and gold climbs, Bitcoin and other digital assets are positioning themselves as parallel stores of value, liquid and accessible around the clock. The rise of tokenization and the institutionalization of ETFs further underscore that digital assets are maturing into a structural component of diversified portfolios, not just speculative plays.

Yet challenges remain. Regulation will determine how sustainable this growth is, while volatility, sharpened by rate-policy uncertainty, still tests investor conviction. The political dimension is also impossible to ignore: when tokens tied to presidential families capture billions overnight, crypto is not just finance, but a symbol of power and influence.

As 2026 approaches, the real question is not whether digital assets have staying power, but whether they will emerge as the third pillar of global wealth preservation, alongside the dollar and gold, or whether policy missteps and excess speculation will hold them back. 

Looks like we’re in for a busy, studious year.