Five Institutions Outline the 2026 Crypto Blueprint: Will the 'Super App' Arrive? Is the 'Four-Year Cycle' Ending?
Five major crypto research institutions (Coinbase, a16z Crypto, Four Pillars, Messari, and Delphi Digital) forecast a shift in the crypto landscape for 2026, marked by structural maturation rather than short-term speculation. Key predictions include:
- The end of the 4-year market cycle driven by Bitcoin halvings, replaced by institutional adoption and macro liquidity.
- Rise of the "Agent Economy": AI agents will autonomously manage funds and execute complex DeFi strategies, requiring new infrastructure like KYA (Know Your Agent) protocols.
- Emergence of "Super Apps": User-friendly applications will abstract blockchain complexity, integrating payments, investing, and lending, fueled by clearer U.S. regulations.
- Growth of "Ownership Tokens": Tokens with integrated economic, legal, and governance rights will gain prominence, alongside revenue-sharing models.
- Privacy and DePIN convergence: Privacy-focused assets (e.g., ZEC) and decentralized physical infrastructure networks will see renewed demand, especially for AI and data computation.
- Institutional liquidity from ETFs and tokenization of real-world assets (RWA) will formalize crypto as an asset class.
Overall, the focus shifts from speculation to utility, driven by regulatory clarity, AI integration, and infrastructure scalability.
Odaily星球日报12/25 07:41