About this episode
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin.------?M0 | THE UNIVERSAL STABLECOIN PLATFORMhttps://bankless.cc/m0------BANKLESS SPONSOR TOOLS:?COINBASE | ETH & BTC BACKED LOANShttps://bankless.cc/coinbase-borrow?FRAXNET | MINT, REDEEM, & EARNÂ https://bankless.cc/fraxnet?UNISWAP | CONTINUOUS CLEARING AUCTIONSÂ https://bankless.cc/uniswap-cca?MANTLE | GLOBAL HACKATHON 2025https://bankless.cc/mantle-hackathon?EIGHT SLEEP | IMPROVE YOUR SLEEPhttps://bankless.cc/eight-sleep------TIMESTAMPS0:00 Intro2:14 Predictions for Stablecoins6:42 Tokenization Trends11:27 ETF Explosion11:45 Market Structure Legislation14:06 Prediction Markets Rise15:20 Quantum Concerns20:29 Broad Themes Emerge24:11 Hybrid Finance Concept28:02 Privacy in Crypto33:27 DEX Transition Predictions35:09 Tokenomics Evolution39:43 Controversies in Predictions42:58 Market Cycles & Macro Trends48:12 Year-End Reflections on Ethereum1:01:08 Bitcoin's Performance Overview1:10:03 Future Visions for Crypto1:10:40 Closing & Disclaimers------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
