The Block Research Predicts: IPOs Will Outperform Token Launches, Forecasting That Prediction Markets Will Launch Their Own Chains
The Block Research's annual prediction report for 2026 presents a mix of bullish and cautious forecasts from its analysts. Key predictions include Bitcoin potentially reaching $140,000, stablecoin market cap surpassing $500 billion, and notable token launches from Polymarket and Base—both expected to enter the top 10 by fully diluted valuation. Several analysts emphasize the growing dominance of Bitcoin, with its market share remaining above 50%.
A significant theme is the shift from token launches to IPOs among crypto companies, with firms like Kraken, BitGo, and Consensys expected to go public. Prediction markets, particularly Polymarket and Kalshi, are projected to see substantial growth, with at least one likely to launch its own blockchain. Stablecoins are anticipated to see accelerated adoption in both emerging and developed markets, with USDC becoming a key bridging asset.
Other highlights include the rise of mobile-first crypto apps on Base, increased institutional adoption of stablecoins for payments, and the continued growth of decentralized perpetual exchanges—especially for stocks and commodities. However, not all sectors are optimistic; NFTs and memecoins are expected to decline, and many digital asset trusts (DATs) may face selling pressure due to persistent discounts to net asset value. The market is predicted to be selective, favoring projects with real users and sustainable models over speculative assets.
Odaily星球日报01/05 05:59
