Real Vision: Finance & Investing Are We Getting Rekt in 2026? | REKT Vision (December 19, 2025)
30 snips
Dec 19, 2025 Grant and Alex from Blocmates dive into the 2025 crypto landscape, discussing community sentiment and the effects of market behavior. Grant shares insights on the lagging token prices against fundamentals and proposes grassroots initiatives for better equity alignment. They debate the saturation of general-purpose chains and highlight the upcoming payments-focused network, Tempo. The discussion veers into the persistence of meme speculation and new trading formats, emphasizing the ever-changing dynamics of the crypto universe.
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Private Overhang Broke Token Economics
- Overhang from private pre-product valuations created token sell pressure on launch and crushed retail returns.
- Grant argues fairer early access and accountability from teams will be required going forward.
Prefer Grassroots Product-Market Fit
- Look for projects that build grassroots product-market fit before huge token issuance.
- Prefer teams that back themselves and leave meat on the bone for retail access.
Apps Over L1s For Next Cycle
- Apps are likely to capture more upside than L1s next year because token value capture is challenged.
- Mando expects payments, RWAs and tokenized revenue to outperform pure infrastructure.
