The Davos summit has just concluded. If we had to summarize the atmosphere in one sentence: The world of traditional finance no longer wonders IF crypto will win, but HOW not to be swept away by it.
Here are the 4 major pillars to remember for your investment horizon:
1️⃣ The "Existential Threat" to Banks 🏦💥
Brian Armstrong (Coinbase) shared a noteworthy insight: the CEO of one of the 10 largest banks in the world confessed to him that crypto is now their "priority number 1". Banks see stablecoins and tokenization as a direct threat to their profit model. They must adapt or risk total disintermediation.
2️⃣ Towards a "Supercycle"? 🚀
It’s the word on everyone’s lips. When asked about the price in 2026, CZ (Binance) remained true to himself: "2026? I don’t know, maybe."
However, he stated that he is convinced a Supercycle is possible. Why? Because of the massive support from governments (notably in the USA) and the entry of institutions, which could finally break the historic 4-year cycle. For him, while the short term is blurry, the horizon of 5-10 years is "easy to predict": the trend is upward.
3️⃣ AI has found its native currency 🤖💰
Another major conclusion from Davos: AI agents (autonomous bots) will explode in 2026. The problem? They cannot open bank accounts. The solution? They will naturally use crypto rails and stablecoins for their transactions. The convergence of AI + Blockchain is no longer a theory, it’s a technical necessity.
4️⃣ State Tokenization is underway 🗺️💎
CZ revealed he is in discussions with a dozen governments to tokenize national infrastructures and state assets. We are no longer talking about "small projects", but about using blockchain to finance entire nations.
📌 In Conclusion ✨️🏹:
The year 2026 looks like the year of adoption. Even if the price experiences waves, the foundations have never been so deep. Don’t let the daily "noise" obscure the financial cathedral being built before your eyes.
Which project in your portfolio seems the most "indestructible" after this news from Davos? 💬
DYOR 🤓
