Bell Curve Predictions for 2026
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Jan 3, 2026 The hosts dive into bold predictions for 2026, emphasizing a shift from speculation to fundamental growth in crypto. Key topics include corporate chains' struggles, the evolving landscape of DeFi with innovative strategies like RWA looping, and a potential wave of consolidation among established projects. They discuss the future of Bitcoin amidst new competition and spotlight Ethereum's strengths in RWA issuance. Exciting possibilities in prediction markets are also explored, alongside caution about AI adoption and market challenges. Tune in for a forward-looking exploration!
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Post-Imagination Maturation
- Crypto is entering a post-imagination era where speculation yields to scaled businesses and equity-like valuations.
- Expect a transition from speculative premiums to fundamental, durable value over the next 5–10 years.
Speculative Premiums Are Deflating
- Token prices can fall even when project metrics improve due to a deflating speculative premium.
- Markets are re-rating toward fundamentals, creating a temporary gap between performance and price.
VC Risk Is Repricing
- Capital is inverting: abundant early-stage funding but scarce later-stage capital.
- That will reverse as winners consolidate and later-stage companies must prove durable value.