While retail cries about the market's "nuclear winter" and hunts for bottoms on the chart, institutions are quietly positioning themselves in two narratives that will engulf 2026. And almost no one is talking about this here on Square.
Here is the true Alpha from the perspective of Cryptograma
1. The "AI War" and the Boom of Decentralized AI (DeAI)
Did it slip by you? The U.S. administration and the Pentagon have just banned the use of Anthropic (creator of Claude) in federal government contracts. The result? A quiet billion-dollar rush for Decentralized Artificial Intelligence and On-chain Agents. Smart money has already realized that the only AI immune to censorship and state sanctions is the one running on the blockchain. A historic short squeeze in software and AI protocols is unfolding behind the scenes.
🏦 2. The End of Traditional Brokers (RWAs with ZERO Fees)
The tokenization of real-world assets (RWA) has ceased to be a promise and has become a threat to banks. U.S. stock actions and traditional ETFs have just gone on-chain with 0% trading fees on hybrid platforms (as we saw in the recent launch of Ondo in Alpha). Why would anyone use a traditional broker paying fees and spreads when you can now have direct exposure to global stocks straight from your crypto wallet?
Coinbase Ventures itself has already leaked their thesis for this year: the institutional focus of 2026 is not memecoin, it's Trading Infrastructure, RWA, and AI Tools on the Blockchain.
The market is not "stopped", it is changing hands. Will you continue updating the BTC price every 5 minutes or will you follow the smart money flow? 💸
👇 Let us know in the comments: Do you already have any AI or RWA focused tokens in your wallet to ride this wave or are you still stuck in the narratives of 2024?
Follow Cryptograma to receive the Alpha that the herd doesn’t see.