About this episode
Rob Hadick is a General Partner at Dragonfly.As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🛡️ ACCOUNTABLE | THE NEW STANDARD FOR REAL-TIME FINANCIAL VERIFICATION🕛 NOON | THE HIGHEST AND SAFEST STABLECOIN YIELD, BUILT FOR THE LONG TERM⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🔊 DECIBEL | THE NEW SOUND OF TRADING🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro1:27 - Background at Dragonfly5:57 - Crypto is moving into the institutional phase13:57 - Crypto’s pivot to fundamentals17:10 - Will the 4-year cycle repeat?22:15 - Outlook for crypto prices in 202627:49 - Opportunity to improve transparency in DeFi yields37:25 - Promise of privacy tech and zero-knowledge41:10 - What Rob got wrong in 202546:48 - Betting on stablecoin growth49:36 - Contrarian bullish ideas for 202653:22 - What’s next for Polymarket and prediction markets?56:59 - Closing------
