Read 132 VC Predictions for 2026 by MuprhCapital Quintfecta: 1. Agents 2. Models 3. Robotics 4. Payments 5. Monetization

Somehow, there are many protocols distributing revenue to token holders sitting at P/E below 10x

Disproving Latest Thesis [Undisproveable] Real Time Blockchains Decentralized Science RWA Derivatives (new) [Defficient Innovation] Impact Markets Decentralized AI [Nonsense] Hyperfinancialization

Tokenized commodities Tokenized stocks Tokenized bonds All cool. No place in crypto. This market has high risk appetite. Memecoins never die Derivatives never die Option primitives are dead Long live option primitives

MegaETH has 20K TPS *demand* while other chains have 100K+ TPS *supply* If Jevon's paradox take effect then MegaETH could surpass 100K+ TPS *demand* in months ETH won for speed Alt-EVM won for speed Solana won for speed The market always want speed

If weather is not about forecasting but data collecting, then WeatherXM could be a 1000x opportunity

AiOS 27 could be the biggest fail in this decade Google is privacy nightmare It's that simple

Suddenly I reminded to my naive take on crypto penetration in Asia especially China Crypto is global.

FDA and EMA are starting to look on psychedelics Bryan Johson had taken psychedelics literally Meanwhile PsyDAO is priced under $1M

A new ATH by EOY and The 4 Year Cycle broken Finally, a babygirl

Some coins are generating revenue. I avoid those coins. 0 revenue does not have limits Though it's possible for the market to trade them at hundreds of multiples for a moat, usually the brand

X Smart Cashtags is coming "Consumer" apps are disguised hyperfinancialization Base, Monad, MegaETH, are all in the same direction All of them zero sum. Exception on prediction markets Real consumer apps is coming in the next cycle after someone truly build HTTPS for crypto

Market shocked for SEND I believe in Yash and team 1.4m for a DeAI is a bargain Acquired 0.05% of supply Risk always there Go big or go home (I'm scared)

Believing in something intangible is harder than believing in something tangible

By breaking normie barrier, I'm pointing to public figures outside the finance industry. Prediction markets became mainstream but it's not for normie. DeAI DeFAI X402 whatever unlikely to break the normie barrier due to power user. I have no idea what will break the barrier. I believe it's a social app built on RTS blockchains. Multiplayer Games? Gambling? Tap trading? Content coins? DeSci? NFT again? All of them are reasonable and unreasonable. I'm betting on the infra: MegaETH and Magicblock. Time will tell

My Hope-Thesis for 2026 MetaDAO BioDAOs MegaETH Magicblock My Anti-Thesis for 2026 Prediction Markets Creator Coins DeAI

2 years ago I believed local LLM will dominate the AI industry. How naive I am Distribution is everything

I notice not a single 2026 crypto predictions mention DeAI like Ritual, Pluralis, Gensyn, Nous, or PrimeIntellect It could mean it's not mature yet It could mean it's overlooked Time will tell

This year I lost -95% -25% from options -25% from memes Do the math and I lost only an extra -5% That's the trap of linearity Actual loss is -20x -10x if I opted out from options and memes -2x if I opted in for cash Think in exes

Truemarkets killed by kalshi x cnn X402 birthed and massacred by coinbase For the better or worse