In this Bankless podcast episode, Matt Hougan and Ryan Rasmussen from Bitwise join the hosts to discuss and grade their crypto predictions from 2025 and lay out their ten crypto predictions for 2026, plus a bonus prediction. They reflect on the accuracy of their previous forecasts, attributing misses to unexpected macro events and behavioral sell walls, while acknowledging successes in areas like crypto IPOs. Looking ahead, they predict Bitcoin breaking the four-year cycle, crypto equities outperforming tech, and ETFs purchasing over 100% of new Bitcoin, Ethereum, and Solana supply. They also touch on the potential for stablecoins to be blamed for destabilizing emerging market currencies, the growth of on-chain vaults, and the impact of the Clarity Act on ETH and SOL. The conversation also covers the increasing importance of crypto-specific factors over macro conditions and the evolving role of generational wealth transfer in crypto adoption.
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