🔮 Coinbase Ventures: VISION & INVESTMENT TRENDS FOR 2026 Coinbase Ventures accurately predicted ETFs, stablecoins, and the prediction market in 2025. As the industry's "market maker," their latest report for 2026 is a must-read for early in-game skinning enthusiasts. Here are four key areas where Coinbase is "betting": 1️⃣ RWA Perpetuals – Derivative of Everything Instead of Tokenize real assets, the trend in 2026 will shift towards Derivative. Strengths: Longing/ Short positions in real estate, oil, macroeconomic indices, etc., without needing to own the underlying asset. Avoids legal hurdles and offers high leverage. Case Study: Parcl (RWA Perp for Real Estate). 2️⃣ Trading Terminals & Specialized Exchanges Improve UX/UI to attract mass adoption: - Aggregator for Prediction Market: Consolidates liquidation from Polymarket and Kalshi into one platform (similar to 1INCH for DEXs). - Proprietary AMM (Prop AMM): A solution to prevent bots/MEVs from draining liquidation and protect liquidity providers. - Case Study: HumidiFi (Prop AMM on Solana ). DeFi Next-gen DeFi Optimizing Capital efficiency: - Perp Markets Composability: Combining Lending & Futures. Using collateral to borrow money while still holding a Longing/ Short position. (Example: HypurrFi bringing Euler to Hyperliquid). - Unsecured Lending: Credit that doesn't require collateral (this segment is challenging but has a market size of trillions of dollars). - Onchain Privacy: Using ZK and FHE to conceal trading strategies, paving the way for traditional "whales" to swim into DeFi. 4️⃣ AI and Robotics Providing infrastructure for the AI ​​economy: - Proof of Humanity: Verifying the authenticity of individuals to combat Deepfake AI. - AI Agent: Automated smart contract coding and auditing (The GitHub Copilot era for Blockchain). - DePIN for Robotics: Collect physical data (sound, pressure, etc.) to train robots. - Case Study: Vana (Data DePIN).