Fidelity Digital analysts name six key crypto market trends

Analysts at Fidelity Digital Assets have listed the main trends in the crypto market this year. The first trend identified by the investment company’s experts is the accelerating convergence of the crypto market with the traditional financial system.

This trend is being supported by the use of real-world asset tokenization (RWA) by major financial institutions, as well as the development of legislation that is clearer for businesses.

The second important direction, according to the experts, is increased attention to token holder rights. A number of crypto projects have begun to make more active use of token buyback mechanisms and the distribution of part of their revenue among users. Examples include Hyperliquid and Aave. However, investment analysts believe the market has not yet developed a stable approach to assessing such mechanisms, so investors continue to test the viability of new models themselves.

The third trend is growing demand for computing power for artificial intelligence. Fidelity believes that the development of AI is beginning to seriously compete with Bitcoin mining for infrastructure resources. Since the beginning of the year, the average monthly hashrate has fallen by 8.8%, while mining difficulty has decreased by 7.8%. Fidelity analysts do not rule out that more computing power will be redistributed in favour of data centres serving artificial intelligence workloads.

Analysts also pointed to growing interest in quantum-resistant technologies, which are viewed as one element of the long-term security of cryptocurrencies.

The fifth trend identified by Fidelity Digital Assets specialists is the dominance of negative factors in the market throughout the first half of the year. Bitcoin fell by 13% amid high inflation and a series of forced liquidations of traders’ positions. Nevertheless, Fidelity believes that investors will continue to accumulate capital in cryptocurrency, while clearer regulatory rules could create conditions for a market recovery in the future.

The final trend is linked to the strengthening role of gold in the global financial system and the gradual reduction of some countries’ dependence on the U.S. dollar. Central banks continue to increase their gold reserves, while alternative mechanisms are appearing in international settlements, including the use of cryptocurrencies to pay fees at certain logistics hubs.

At the same time, Bitcoin has not yet confirmed its status as a full-fledged safe-haven asset and does not show the expected correlation with gold, the investment analysts noted. However, the fundamentals of the crypto industry continue to improve, and the market infrastructure is becoming more mature, according to representatives of Fidelity Digital Assets.

Earlier, experts at CoinGecko studied the price dynamics of the 100 largest cryptocurrencies by market capitalization from the beginning of 2025 to May 25, 2026. The most volatile asset was named as the privacy coin Zcash, whose price rose by 812%.

See also: "CryptoQuant CEO names when the crypto market’s bear trend could end"

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