Bankless 27 Crypto Predictions for 2026 | Mike Ippolito
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Dec 31, 2025 Mike Ippolito, a savvy crypto investor and commentator, discusses the turbulent landscape of crypto as it transitions into a more fundamental era, akin to the post-dot-com age. They unpack the prospect of an Ethereum renaissance, while Bitcoin may face sentiment challenges. Ippolito predicts a decline in speculative hype, the growing importance of investor narratives, and the consolidation of blockchain infrastructure. Plus, the conversation touches on the implications of quantum computing and evolving revenue models as investors prioritize stability in the crypto market.
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From Speculation To Fundamentals
- Crypto is transitioning from speculation to fundamentals, causing mispriced but improving projects.
- Spotting compounders now can produce outsized long-term returns.
We’re In The 2002 Internet Phase
- Crypto is in a '2002 internet' phase with overbuilt infrastructure and consolidation ahead.
- Surviving and consolidating will be the dominant winning strategy over the next few years.
Hunker Down And Position To Survive
- Batten down the hatches and focus on surviving this consolidation period.
- Position yourself to be acquired or to win and consolidate your category.