Our 2026 Crypto Playbook: 7 Predictions For The Year Ahead

Lessons from 2025 and what we're positioning for in 2026

Every crypto cycle feels the same until it doesn't.

We all expected Bitcoin dominance to peak and the altcoin rally to follow. It never came. We looked for the usual cycle top signals—they failed. 2025 was supposed to be the euphoric post-halving blow-off-the-top year, but instead it became the year institutions quietly took over while most retail investors waited for a party that never started.

The truth is, 2025 taught us more about what didn't work than what did. Bitcoin dominance stayed structurally high. Traditional cycle patterns broke down. Meanwhile, spot ETFs accumulated billions, stablecoins crossed new all-time-highs above $300B, and regulatory clarity finally started to emerge. The market is maturing faster than the four-year cycle framework can explain.

In this special episode of The Edge Podcast, we introduce a new show format to share more unfiltered and candid reflections on 2025 and lay out 7 predictions for 2026. We cover why ETH is positioned to outperform, how stablecoins could hit $1 trillion, what RWA looping means for leverage, why the CLARITY Act matters, and how agentic finance could reshape DeFi.

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DISCLAIMER: Nothing written in The Edge Newsletter or said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed in our content are solely the opinion of that writer, host, or guest. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this content.

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