Chapter 1: What is the main topic discussed in this episode?
Bankless Nation is the night before Christmas instead of doing our weekly roll-up. It is, right?
Chapter 2: What predictions are made for stablecoins in 2026?
Yeah, it's Christmas Eve. We are recording this the Christmas Eve Eve, and it will be distributed to your podcast player Christmas Eve. Happy Christmas Eve. Thank you guys for spending it with us.
Chapter 3: How is tokenization expected to evolve by 2026?
Yeah, that's right. I guess you think, are you picturing families all around the world just gathering around and listening to the Bankless podcast on Christmas Eve instead of the story of Jesus in the manger? There's a fireplace, there's stockings, people are opening their stocking presents, and then there's Ryan and David talking.
talking about the 2026 predictions for crypto all right so here's what we're doing instead of our weekly roll-up we wouldn't leave you without a weekly roll-up of some form this is the adopted version because there wasn't a lot to cover in the week and we're recording this a little bit early so we'll get a weekly roll-up out uh next week but this week we're going to do something we'll do the weekly roll-up for this week because it's very very quiet here there are two things
Aave DAO versus Aave Labs currently in a civil war.
Chapter 4: What is the forecast for ETFs in the crypto market by 2026?
And Nick Carter is riling up all the Bitcoiners talking about quantum computing and how it's a threat. That was everything that happened this week. There you go.
Chapter 5: What market structure legislation is anticipated for 2026?
So with that done, we thought we would zoom out and focus on 2026.
Chapter 6: How will prediction markets gain traction in 2026?
In fact, David, you've brought us some juicy content to this episode. You did a meta-analysis of all of the different predictions. So rather than give you just our predictions... What we thought we would do is we would look at all of the predictions that people have made for crypto in 2026 and draw some analysis from them. Yeah.
Chapter 7: What quantum computing concerns are raised for Bitcoin?
Seeing where they overlap, seeing where they diverge, and any interesting tidbits that I can find. And so let's see, how many did I do? Bitwise, Coinbase Institutional, Galaxy, Grayscale, CoinShares, Fidelity, the A16Z Newsletter, and then a Pantera article in Coindesk.
Chapter 8: What broad themes are emerging in the crypto landscape?
These are the sources that I aggregated and then tried to find where predictions were congruent, maybe where they were not perfectly congruent, but directionally similar, and then also where there were divergences. And so that is the three categories of the different types of predictions from all of these sources that I have aggregated for us on the show today.
Thanks for doing that so we don't have to read all these predictions. This is like a best of the predictions. All right. Now, before we get into these predictions, we know next year is going to be a big year for stable coins. That is one of the predictions. I don't care what anyone says. The prediction I'm making and we should thank our friends is a stable coin maker over at MZero.
What are they up to? MZero is a pretty unique on-chain Sablecoin architecture design, if you will. They separate people from issuing the money from people validating the reserves. So there's like the one meta architecture of MZero. And then there are all the brands, issuers issuing Sablecoins. The current system of Sablecoins is fragmented.
Just, you know, USCC is siloed from USET, which is siloed from the next Sablecoin. And MZero has come up with a simple solution. So if... If the general predictions that everyone agrees with in this episode that stablecoins are going to just continue to expand, M0 should be pretty well positioned. If you want to learn more about M0, bankless.cc slash M0 is the place to go.
Let a thousand stablecoin experiments bloom. I think that's what M0 is up to. All right. Predictions, David. Give us the, you said highly congruous predictions. Are these the predictions that- $10 word right there? That's a $10 word. All right. So these are the predictions that sound really similar across all of, across your meta-analysis of all of the predictors. Consensus predictions. Correct.
All right. What are these? Give us the first. Stable coins shift from just basic crypto plumbing to real payment rails. I think we started to see the beginnings of this in crypto and maybe think people will think, well, that was what happened this year. And I wouldn't say that's what happened this year. They are not yet real payment rails.
We are still building out the infrastructure for real payment rails. The broad strokes of everyone's prediction is that the real payment rails comes later. in 2026. And so here are some quotes from four of the different predictors. Galaxy stablecoins will overtake ACH in transaction volume. Oh, wow. Yeah, large. Coinbase institutional.
We expect to see growth in cross-border transaction settlement remittances and payroll platforms. Pretty broad. A16Z stable coins will fundamentally shift to the foundational settlement layer of the Internet. Very A16Z of them probably was written by Chris Dixon.
And then lastly, bitwise, perhaps the most specific and interesting prediction, stable coins will be blamed for destabilizing an emerging market currency. At least one is what they are predicting, which is certainly just a byproduct of the growth of the growth of dollar payment rails on the Internet. Stablecoins being a killer app.
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