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Show Notes
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin.
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TIMESTAMPS
0:00 Intro
2:14 Predictions for Stablecoins
6:42 Tokenization Trends
11:27 ETF Explosion
11:45 Market Structure Legislation
14:06 Prediction Markets Rise
15:20 Quantum Concerns
20:29 Broad Themes Emerge
24:11 Hybrid Finance Concept
28:02 Privacy in Crypto
33:27 DEX Transition Predictions
35:09 Tokenomics Evolution
39:43 Controversies in Predictions
42:58 Market Cycles & Macro Trends
48:12 Year-End Reflections on Ethereum
1:01:08 Bitcoin's Performance Overview
1:10:03 Future Visions for Crypto
1:10:40 Closing & Disclaimers
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