David Hoffman and Mike Ippolito discuss their predictions for the crypto industry in 2026, reflecting on 2025 as a confusing year with minor all-time highs and cognitive dissonance due to regulation. They anticipate a shift towards fundamental valuations, consolidation in key categories, and a convergence of equity markets and crypto. They also touch on the increasing importance of investor relations, potential struggles for DATs and corporate chains, and a renaissance for Ethereum's layer one in real-world asset issuance. They express excitement for DeFi, particularly with RWA inflows and vaults, while also addressing concerns like quantum computing's threat to Bitcoin and the need for the crypto industry to mature and focus on creating real-world value.
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