Ryan and David co-host a special Christmas Eve episode, shifting from their usual weekly roll-up to focus on crypto predictions for 2026. David shares a meta-analysis of predictions from various sources, categorizing them into highly congruous predictions, broad themes, and disagreements. The discussion covers stablecoins evolving into real payment rails, tokenization scaling beyond experimental phases, the proliferation of crypto ETFs, potential market structure legislation, and the growth of prediction markets. They also discuss hybrid finance, the importance of privacy, the shift from centralized to decentralized exchanges, and tokenomics. Disagreements in predictions are highlighted, particularly regarding DATs and market cycles. The hosts also share their perspectives on Ethereum and Bitcoin, including their potential future and valuation.
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