
Unchained Bits + Bips: 2026 Crypto Predictions: BTC & ETH Hit Record Highs, Stablecoins Go Big
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Dec 31, 2025 In this insightful discussion, John D’Agostino, Head of Strategy at Coinbase Institutional, dives into bold predictions for the crypto landscape in 2026. He foresees major global brands like Amazon potentially launching their own stablecoins. The hosts debate the implications of a potential ban on U.S. dollar stablecoins and a looming risk of significant hacks. They also explore whether altcoins may struggle while Bitcoin and Ethereum might see all-time highs. Plus, John connects financial nihilism to the current wave of meme investing. A fascinating look at the future awaits!
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Big Brands Will Announce Branded Stablecoins
- Major consumer brands will announce branded stablecoins to capture payments and net interest income.
- John D’Agostino expects announcements in 2026 even if full rollout takes longer.
Definitions Could Make Stablecoins Trillion-Dollar
- Stablecoin market sizing depends on definitions; tokenized bank deposits could push totals into the trillions.
- Austin warns that tokenized deposits may legally count as stablecoins under forthcoming rules.
Some Countries Will Ban Dollar Stablecoins
- At least one major foreign nation will ban U.S. dollar stablecoins in 2026.
- The panel expects this move from jurisdictions worried about capital flight and dollar dominance.



