From Monetary Narratives to ‘Disruptive Factors’
Messari released ‘The Crypto Theses 2026,’ which provides forecasts on the future trends of public blockchains, DeFi, AI, DePIN, and TradFi. From Messari’s perspective, 2026 will be a pivotal year for cryptocurrencies to transition from ‘speculation’ to ‘system-level integration.’
For ease of reading, we have streamlined the original text, extracting the most core conclusions and insights to quickly identify the next major trend.
Cryptocurrency (Cryptomoney) forms the foundation of the entire industry.
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The relative underperformance of BTC in the second half of this year is partly due to increased selling pressure from early, large holders. We do not believe this underperformance will evolve into a long-term structural issue; Bitcoin’s…
The relative underperformance of BTC in the second half of this year is partly due to increased selling pressure from early, large holders. We do not believe this underperformance will evolve into a long-term structural issue; Bitcoin’s…
