Early 2026 Market Outlook: Regulation, BTC Flows & Institutional Demand
The House View brings you insights straight from the FalconX desk.
Episode 11: Early 2026 Market Outlook: Regulation Clarity, BTC Flows & Institutional Demand
Regulatory clarity front and center: The Clarity Act remains the key event shaping crypto markets. With procedural votes approaching and bipartisan support necessary for passage, institutional participants are closely monitoring potential outcomes.
BTC flows and derivatives trends: BTC ETFs have seen strong inflows to start the year, while derivatives activity signals renewed interest from directional and volatility players. Post-October liquidity shifts have also contributed to a higher volume environment.
Volatility and market structure: BTC experienced its lowest realized volatility year in history. While structural maturation of the market is expected to dampen volatility over time, near-term opportunities remain for strategic flows.
Institutional demand and adoption: Clearer rules and evolving market infrastructure are opening the door for deeper participation from banks, asset managers, and other institutional investors.
Tune in to Episode 11 on Spotify or Apple Podcasts to hear Griffin and Ravi’s full perspective on what early 2026 has in store for crypto markets.
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