2025 was a mixed year for the US stock and crypto domain. The year was a blend of multiple healthy price spikes followed by periods of heavy capital outflows, keeping the domain on edge. However, 2026 seems to be a bright year for the US markets domain in general, with the sector capping in gains with the ideas of tokenization and the blockchain agenda pushing the financial domain to experiment with newer avenues.
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Why 2026 Could Be Huge for the US Markets
In a recent update shared by The Kobeissi Letter, 2026 could be revolutionary for the US markets in general. The post emphasized how Trump is calling for interest rates to be lowered by 1%, which could bring in significant changes in 2026. That being said, the post also shared how the markets are now witnessing the AI Capex extending as well, flashing a bullish market outlook for next year. With precious metals amping up, the financial markets are up for a run, queuing in for a profitable 2026.
Moreover, the KL post outlines how a spree of new events could shape up a positive market outlook with QT ending and a new Fed chair coming up next year.
“2026 is going to be incredible. Trump is calling for interest rates to be 1% and promising stimulus checks, AI CapEx is nearing $1 trillion per year, and precious metals are making history. All as mass deregulation is in full swing and the US and China are in an all-out AI arms race. Meanwhile, midterm elections are coming, the Fed has ended QT, and retail participation in capital markets is at record highs. Crypto should soon rejoin the asset owner party. Be excited for what’s next and position accordingly.”
US Stock Market Cap Is Capping New Highs
Another KL post has outlined how the US stock market is continuously growing, projecting a positive future stance. Per the post, the total public equity market cap is now at $72T, 3.5 times higher than the entire European equity market.
“The size of the US market is at historic levels. Total US public equity market capitalization is now up to a record $72 TRILLION. This is now more than 3.5 TIMES the size of developed Europe’s market and over 3.5 TIMES China and Hong Kong combined. It is also larger than the combined market value of Europe, China, Hong Kong, Japan, India, France, and the UK. This comes as the Nasdaq’s market cap has more than doubled since 2022, to a record ~$38 trillion. At the same time, the NYSE’s market value has surged $10 trillion, to ~$32 trillion. The US is dominating global markets.“
Also Read: Bitcoin Lost All Gains Made This Year: 2025 A Dud?