#1 Real-World Assets (RWA) Exploding:
- RWA TVL reaches 16.6 billion USD (14% of DeFi TVL). Prediction: Treasury and private credit will at least double; tokenized stocks will grow rapidly thanks to SEC's "Innovation Exemption."
- A surprising area (carbon credits, mineral rights, energy projects) will explode thanks to blockchain solving fragmented liquidity.
#2 AI Revolutionizing On-Chain Security:
- AI tools for real-time fraud detection, 95% accurate Bitcoin transaction labeling, smart contract debugging.
- Prediction: A significant shift towards on-chain intelligence with determinative rules; new on-chain security firms will become unicorns, increasing safety by 100x.
#3 Wave of M&A market prediction:
- Trading volume of 28 billion USD in the first 10 months of 2025, ATH 2.3 billion USD in the week of 10/20.
- Expected to have a buyout deal worth over 1 billion USD (excluding Polymarket/Kalshi).
- Sports betting platforms like DraftKings/FanDuel and new prediction startups in APAC will expand.
#4 AI becomes an "investment assistant":
- Platforms like @SurfAI will attract everyone from newcomers to traders, providing on-chain insights 4x faster.
- Similar platforms are emerging.
#5 Major Banks Issuing Stablecoins:
- G7 Stablecoin Coming Soon, A coalition of 10 banks will issue their own stablecoin.
#6 Privacy, Payments, Perpetual:
- Last year, the Privacy Tech Triad exploded at the institutional level; stablecoins reached 310 billion USD, doubling from 2023, increasing for 25 consecutive months; perpetual swaps account for 78% of derivatives volume.
- Prediction: The gap between institutions and retail investors will widen even more; stablecoins will reach at least 500 billion USD by 2026, aiming for 2 trillion in the long term; perpetuals continue to rise.
#7 Mainstream Financial Integration:
- 17.9% of BTC will be held by public/private companies, ETFs, and nations.
- Prediction: 2026 is forecasted to be the year of compliance and legal consolidation. Institutional capital will flow strongly into crypto, helping to deeply integrate this market into the global financial system.
#8 The Biggest Crypto IPO Year Ever:
- 335 US IPOs in 2025 (up 55% from 2024), including 9 blockchain IPOs (crypto-native like Circle on 05/27/2025).
- Prediction: 2026 is expected to be the most explosive year in history in terms of the number of digital asset companies listed on US stock exchanges.
#9 Crypto Treasury Acquisitions & Global Expansion:
- The market will undergo a fierce "purge", with smaller companies being acquired, leaving only 1-2 giants dominating each sector.
- The trend of companies hoarding Bitcoin will spread globally, with the US no longer holding a monopoly.
