The three P narratives for crypto 2026 & why:
Perps: One of the few revenue generating products in crypto that is extremely sticky. Equity perps are coming allowing tradfi to speculate on stocks 24/7 while exposing crypto users to equities. 25-40B volume daily across all perp DEXs. As everything begins to go on-chain there will be more opportunities to long and short these assets- Equities, RWA, Synthetic ect.
Potential Meta Picks:
@variational_io,
@HyperliquidX &
@Lighter_xyz
Privacy: A public ledger is great for so many things & is a main reason why blockchain is an imperative for a better world. Outside of government over reach & scenarios of oppression in dictator ran countries, the main catalyst for this meta at this moment is actually tradfi. As traditional institutions join the space, they willl want some level of privacy. They donāt want everyone to see what trades they are making and when, as it takes away competitive edge/allows for front-running.
Potential Meta Picks:
@monero,
@aztecnetwork,
@zama,
@AskVenice REDACTEDš
Prediction Markets: Bet on anything narrative, a new form of informed gambling that aggregates information (& insiders) & allows for a more well-informed and well-prepared society. Has its own issues but theoretically is sound in term of users and should be a solid revenue generator. Volumes are exploding after the 2024 Elecrion brought alot of eyes to this meta. Weekly volumes consistently above $1-2B combined. Polymarket raised $2B at valuations hitting $9B & Kalshi raised $1B at an $11B valuation.
Potential Meta Picks:
@Polymarket,
@Kalshi,
@trylimitless,
@MyriadMarkets