things i’d like to see in 2026 (in no specific order) 1. the privatization of defi - infra and apps that integrate privacy-preserving features for end-users - deployments have already started with swaps, and I expect they will work up the rest of the defi stack (perps, borrow/lend, LP, etc) - most will converge around these two designs: a) plug-in solutions: chain-agnostic protocols that integrate on top of existing chains and apps (e.g. @zama @UmbraPrivacy @encifherio) b) new chains: new L1s and L2s with natively embedded privacy (e.g. @octra @0xMiden) 2. internet-native payments - embedding payment mechanisms into the fabric of the internet is not a new idea by any means, but we've never had the amount of infra and tooling to get this right as we do now. - I expect we'll see the first major growth spurt in developer activity around x402 - I also expect multichain/interop efforts surrounding x402 to become more critical as new stablechains like @tempo and @arc go live 3. stonks onchain - crypto unlocks global retail access to the next major technological sectors (AI, robotics, quantum, etc) - more collaborative efforts between crypto builders and regulators like the SEC and DTCC - 25x lev perps on SpaceX soon? - the demand for microcaps and shitters will flow into onchain stocks instead 4. fixing the on/offramp problem for stablecoins - stablecoin pmf is clear - but there is still lots of room for improvement - on/offramping is one of if not the biggest pain points remaining - conversion fees start to trend down as we see more market entrants join 5. new prediction market primitives - we'll see more and more teams seeking to differentiate and build unique products and services in the hottest new sector in crypto - lots of focus on yield (money markets, LP) - prediction market perps roll out - could see lots of demand for private prediction markets; I expect someone will launch this in Q1 - and with all the prediction market arb bot threads coming on the timeline recently , I could also see demand for more compliant proof-of-personhood based prediction markets (maybe someone launches this on @worldnetwork) - which brings me to my next point 6. legally compliant privacy - products that allow users to verify their identity in a legally compliant manner while obscuring sensitive data (e.g. @onflowxyz) - can see lots of demand for this at scale - adoption skyrockets if a major wallet or exchange integrates this as an auth method 6. AI-powered finance proliferates - a meaningful chunk of financial activity in crypto will be generated by AI agents, executed on behalf of their human overlords - anticipate lots of demand and growth for teams like @gizatechxyz - we’ll see several teams launching agentic frameworks (packaged through accessible interfaces) for people to build custom onchain strategies with (i.e. @Cod3xOrg Send AI) - and it won’t just be onchain or crypto-native companies pushing this, I don’t see why fintech giants like Robinhood wouldn’t want to launch their own prototypes 7. more ICOs, and more innovation around launchpads - look 2025 was undisputably rough for new token launches. - that said with the regulatory shift in US, i believe there will still be plenty of appetite and demand for ICOs in 2026 - with the renewed demand, we'll see new products and services being built around ICOs as well - i'm particularly interested in private/confidential ICOs if you're building on any of these frontiers, my DMs are open. 2026 will be a big year.

Vercel 🐐

Ngl I did not expect one of best explanations on crosschain intent latency to come from PumpFun

Really good take Reading and consuming good things -> producing better outputs (e.g. writing) AI helps read and consume much faster but also much less content overall, effectively starving the source for good outputs -> Read more

Top signal or is Citrini just chill like that?

Buyback szn $NVDA

Someone's gotta build the picks and shovels

SpaceFi

The clearest explanation of how AI actually disrupts the open web as we know it today, and where we go from here Grab a coffee and enjoy the read 🐚