➠ The market is maturing. The era of hype around new L1/L2 blockchains is coming to an end. Value is now shifting to applications that people actually use.
➠ Most new blockchains will not be able to retain users or build sustainable ecosystems, so their tokens will start lagging behind.
➠ Betting and forecasting platforms are the narrative for 2026. Those with better partnerships and access to audiences will win.
➠ DeFi is transitioning from speculation to real earnings – protocols will begin sharing profits with holders and buying back their tokens from the market.
➠ The RWA sector is growing slowly but surely – tokenized assets are gaining real demand, but there won't be a mass boom yet.
➠ Applications are more important than blockchains – convenience and quality of interface are becoming the main weapons in the battle for users. L2s are turning into specialized solutions for specific products.
➠ Investors are moving away from betting on a single coin – portfolios (indexes, sector baskets, strategies with downside protection and stable income) are in vogue.
➠ In 2026, a wild bull market is NOT expected. It will be a year of disciplined growth for those who create real products, not just make noise on Twitter (original)
