Framework Ventures Co-Founder: Market Gravity to Shift Towards Major Tokens in 2026, Institutions to Keep Building Positions in Top DeFi Blue Chips
BlockBeats News, December 30th, Framework Ventures co-founder Vance Spencer stated in a post that "2025 is not the year the crypto industry is looking forward to, but it is likely the year necessary for the industry to continue moving forward. As an industry, we have basically bid farewell to meme coins, NFTs, low supply high FDV projects, and the whole consumer-driven narrative."
My prediction for 2026 is: the number of token issuances will significantly decrease, market focus will shift more towards mainstream assets (ETH, BTC), and institutional funds will continue to flow into DeFi blue-chip projects with a reasonable value capture mechanism.
This buying pressure may be strong beyond many people's expectations, especially against the backdrop of ongoing buybacks and high protocol-level financial discipline. The future of this industry is already very clear, with stablecoins, real-world assets (RWA), lending and capital markets, and asset management becoming the dominant directions.
We will address many issues in the cryptocurrency field through reducing blind expansion, intensive cultivation, and taking the compliance path. It's a bullish outlook, but retracements, pumps, and exit opportunities will show a highly concentrated trend."
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