If 2024-2025 is the 'Monopoly' game, then 2026 will be a professional round in 'suits and ties'. The market is shifting from narrative speculation to a return to fundamentals. Friends still in the market, please keep this 2026 Survival Guide: 🧵

1️⃣ Prediction Market: Not just a game, but a trading tool

  • Explosion: Weekly trading volume has reached $3.8 billion. Polymarket and Kalshi are no longer niche toys.

  • Advanced Play: In 2026, experts will see the prediction market as **'highly optimized options tools'** for hedging spot positions or executing delta-neutral strategies to earn airdrops.

2️⃣ Tokens vs Equity: The rise of ownership tokens.

  • Pain Point: Multiple acquisitions in 2025 (e.g., Pumpfun's acquisition of Padre) left token holders 'empty-handed'.

  • Trend: Models represented by MetaDAO will become popular. Token holders will have real ownership, control, and alignment of interests, no longer just being the exit strategy for VCs.

3️⃣ Regulatory 'green light' for security tokenization (RWA).

  • Breakthrough: The SEC's 'no-action letter' clearly supports the DTC pilot for security tokenization.

  • Outlook: In the second half of 2026, U.S. Treasury bonds, ETFs, and even S&P constituents will be massively on-chain. The boundary between DeFi and TradFi will be completely blurred.

4️⃣ PMF has emerged: Perpetual contracts and consumer-level applications.

  • Data speaks: Monthly trading volume of perpetual contracts (Perps) has exceeded $1.3 trillion.

  • Logic: Trading itself is entertainment. Platforms that perfectly combine 'speculative desire' with 'product enjoyment' (such as Hyperliquid, Virtuals) are the true winners.

5️⃣ Options strategy: Retail investors' 'rental' tool.

  • In 2026, don’t simply go all-in or cut losses.

  • Learn to use Cash Secured Puts or Covered Calls. In a sideways market year, earning high APR through options premiums is key to survival.

6️⃣ The golden age of storytellers.

  • ‘Chatterboxes’ (Yappers) are evolving into ‘Storytellers’.

  • Opportunity: Simply forwarding is not enough. Those who truly understand the industry, possess expertise, and can tell great stories will be heavily sought after by startups or will independently monetize their personal brand.

Core advice for 2026:

In 2026, the miracles of 'digital brainless surges' will decrease, replaced by assessments of fundamentals, compound leverage, and real value.

If you want to achieve returns, you must have one of the following competitive advantages:

  1. A rational trading mind (not swayed by emotions);

  2. The ability to tell stories (building personal brand influence);

  3. Insight into trends (seeing PMF a step ahead of others);

  4. The ability to create great products (solving real problems).

Persist, find your advantages, and leave the rest to time.

#Cryptocurrency #2026Predictions #BTC #MetaDAO #ResearchNotes #FinancialGrowth