

4 Key Themes Shaping Crypto in 2026
Join us for an fast-paced podcast-style seminar on the four themes shaping the next cycle of crypto: DeFi, Real-World Assets, Capital Formation, and Speculation. 2026 is the 1st cycle where institutions, builders, and global users are converging on the same primitives: tokenized assets, modular credit markets, programmable capital rails, perps and prediction markets, and beyond. This session brings together David, RSA, Ben, and Arnav for a candid, research-backed exploration of what’s actually working, why these trends are accelerating now, and what they unlock for founders, investors, and market participants.
Across 60 minutes, we’ll break down the cycle evolution from 2017 ICOs → 2020 DeFi → 2021 NFTs → 2024 institutionalization → 2025 prediction markets + perps → 2026+ programmable capital markets. Expect deep, open discussion on the new global capital stack.
Whether you’re building, allocating, or exploring new rails, this seminar will help you understand where adoption is actually happening, and where we think the next breakout opportunities will emerge.
Bankless Ventures is $40M early-stage Web3 fund to empower pioneers to explore the frontier of Web3 and go #bankless
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