Next Breakout Will Come From Infrastructure, Not Narratives, Hashed Says
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Welcome to Asia Morning Briefing, a daily summary of top stories during U.S. hours and an overview of market moves and analysis. For a detailed overview of U.S. markets, see CoinDesk’s Crypto Daybook Americas.
Hashed says the crypto market is finally shifting from storytelling to structure and that 2026 will be the year digital assets start behaving like an economy rather than a speculative category as stablecoins become global settlement rails and AI agents emerge as autonomous economic participants, reshaping where real investable value lies.
In its Protocol Economy 2026 report, which acts as its investment thesis for the year, the Korea-based VC firm argues that Asia is…
