Скачать или смотреть Crypto’s Institutional Reset: Why 2026 Changes Everything | Zach Pandl (Grayscale)

In this episode of Exploring Prosperity, I’m joined by Zach Pandl, Head of Research at Grayscale, to explore why 2026 may mark the true beginning of crypto’s institutional era.

We discuss how regulatory clarity — including the impact of Grayscale’s successful challenge of the U.S. Securities and Exchange Commission — shifted crypto from the margins into mainstream finance, and why Bitcoin ETFs were only the first step.

Zach explains:
What the “institutional reset” really means for crypto markets
Why privacy is non-negotiable as institutions move on-chain
How AI increases the need for cryptographic identity and authenticity
Why quantum computing and digital asset treasuries are likely red herrings for 2026-
How staking, tokenization, and issuance could reshape capital markets

Read my essay about this topic on Substack here: https://open.substack.com/pub/robertd...

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Timestamps:
00:00 The Institutional Reset in Crypto
02:20 Regulatory Clarity and Its Impact
05:42 The Evolution of Financial Systems
11:11 Democratization of Finance
13:35 Legislative Developments and Market Structure
16:13 Consumer Experience and Blockchain Integration
18:33 Institutional Needs in Crypto
21:25 The Importance of Privacy in Crypto
23:53 Market Dynamics and Competition
25:11 Analyzing Blockchain Fundamentals
28:13 Market Pullbacks and Future Outlook
34:00 Emerging Topics: Quantum and DATs
37:48 Staking and Its Significance