Pantera Capital: "AI, Prediction Markets, and Stablecoins Will Rise in 2026"

Jay Yu, a research analyst at Pantera Capital, announced 12 predictions for the cryptocurrency market in 2026 through X. Jay Yu presented capital-efficient on-chain credit, the polarization of prediction markets (finance and culture), and the expansion of agent commerce (x402) as the key trends in crypto in 2026. He also predicted that AI will become established as a crypto interface and tokenized gold will emerge as a core RWA asset. He analyzed that although discussions on quantum computing risks will intensify for Bitcoin, the actual threat will be limited. DAT (Bitcoin Treasury Companies) may be restructured into 2-3 companies, and the boundary between tokens and stocks may also weaken. PerpDEX is expected to be reorganized around hyperliquid, and stablecoins will expand into a global payment infrastructure.