Episode Details

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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📣M0 | THE UNIVERSAL STABLECOIN PLATFORM

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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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