Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures

In a panel discussion, Bankless Ventures members discuss investment opportunities in the crypto space for 2026, focusing on four key themes: DeFi, tokenization, capital formation, and speculation markets. They analyze past cycles, current challenges, and potential future trends within each theme, highlighting specific areas like on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, and opinion markets. The conversation also touches on the impact of AI agents in crypto and the importance of identifying strong founders who can execute innovative visions.