🤔 5 narratives for 2026: Which one are you betting on? If you had to choose 5 narratives that have the potential to drive the crypto market in 2026, which one would you lean towards? According to @crypticd22's perspective, these are 5 narratives expected to have strong growth momentum in 2026. Among them, privacy is considered the earliest to be activated, most likely as early as Q1. 1️⃣ Privacy - the opening narrative of 2026 The reasons are obvious to everyone: stricter monitoring, more extensive KYC procedures, and personal data becoming a valuable "resource." → This sets the stage for privacy protocols/privacy coins to return to the spotlight early in the cycle. 2️⃣ Robotics – a contender to recreate “AI season” Robotics is the narrative considered to have the highest probability of recreating an AI-like season in Q4/2024. Why was AI running so smoothly at that time? Retailers have difficulty accessing AI in the real world. Crypto is becoming a rare way to access/invest in AI. With robotics, the scenario is quite similar: Many robotics projects are preparing to launch their products. Retail has virtually no other way to "compete with robotics" than crypto. 3️⃣ SOL Perps – the missing Shard on Solana Perps have always played a core Vai in a highly volatile market like crypto. However, Solana has yet to form a true "HL" (Hyperliquid-equivalent). In 2026, a series of new Perp DEXs are expected on SOL, with the ambition to become the default Perp DEX for the Solana system. 4️⃣ Prediction Markets – You have to look at them whether you like them or not. Whether you love them or hate them, prediction markets are growing rapidly in popularity. Both Kalshi and Polymarket are large-scale projects, and it's only a matter of time before the narrative market revolves around these platforms. 5️⃣ Ownership Coins – Token must have a reason to exist Ownership coins performed quite well in 2025, so interest and demand are likely to continue increasing in 2026. As the crypto landscape matures, investors are starting to show interest in: What does this Token represent? Is there cash flow? Are there any economic benefits? 👉 And that's exactly what ownership coins offer: A real Use Case for Token, rather than just a speculative tool. 🎯 The intersection of narratives Projects that fall under all four of the above narratives, and also use ownership coins, will be the easiest to outperform when their respective narratives are activated. According to the author, there is currently a project that is live: > Located within one of 4 narratives > Also serves as an ownership coin 👀 But what that name is… well, you guys can guess!
This article is machine translated
Show original

Upside GM
@gm_upside
🎯 10 DỰ ĐOÁN CỦA GIỚI VC CHO 2026
1⃣ Gọi vốn vẫn khó, tiền chưa quay lại mạnh
Trừ khi các quỹ lớn như a16z, Thrive, Founders Fund bung tiền mạnh từ Q1/2026, thị trường fundraising vẫn khá trầm.
VC giai đoạn 2022-2024 mới chỉ hoàn vốn khoảng 1.5x, chưa x.com/gm_upside/stat…


From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content





