defiprime

All things #DeFi - trustless and transparent financial products built on top of the blockchain.

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🧵#DeFi 2026 Predictions Thread 🤌

(Thoughts on ecosystem and community macro trends, in no particular order) ⤵️

[Alex Thorn @intangiblecoins]

the SEC just proposed rescinding Rule 611 of Reg NMS, the trade-through rule that has defined US equity market structure since 2005

this is a tradfi story, yes, but this is also one of the biggest unlocks yet for tokenized stocks 👇

[Morpho 🦋 @Morpho]

Morpho Association has raised $175M to build the open credit network for the world.

Co-led by @paradigm, @a16zcrypto, @RibbitCapital with strategic participation from @apolloglobal, @vaneck_us, @circle_ventures, and @Ledger @Cathayinnov.

The round also included participation from @variantfund, @wmt_ventures, @preludexyz, @IOSGVC, @HashKey_Capital, @sbigroup, @Bpifrance, @mirana, @bamazizimesh, NJJ Capital and 10+ other strategic partners.

The funding will help accelerate Morpho's position as the foundation for onchain credit.

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DATs killed crypto.

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@will__price CT is dead anyway

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@_jamico @Delphi_fyi user-generated markets plus AI settlement is powerful, but messy as hell. the oracle layer becomes the product, not the backend. if settlement feels arbitrary once, traders stop caring how elegant the market design is

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@base 1k merchants is a real number. now the question is whether USDC checkout gets invisible enough that nobody thinks of it as crypto

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@CoinbaseDev @Shopify merchant-side USDC is where stablecoins stop being a trading primitive. boring is the goal here

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@ianDAOs agents without governance just become expensive cron jobs

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@SuperstateInc always-on collateral is the piece that matters. faster settlement is nice, but composability is why tokenized assets stop being PDFs with better wrappers

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@mert privacy is infrastructure, not a feature flag. chains keep relearning this every cycle

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@HadickM stablecoin dashboards finally got good

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@build_on_bob tokenized gold finally found its lane

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@GammaStrategies @HyperliquidX perp vaults are getting real fast

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@LayerZero_Core @AlliumLabs 170 chains sounds absurd until every app wants the same asset everywhere. messaging is the tax.

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@arbitrum @oobit spending from onchain balances is the part users actually feel. infra talk matters less than checkout working

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@gdog97_ Coinbase distribution changes the game for USDe. Boring savings UX is probably where synthetic dollars get judged, not CT yield threads.

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@Mariandipietra @SkyEcosystem Sky governance being crawlable is underrated alpha. Protocols that publish process this clearly make it way easier to price policy risk.

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@CharlieStLouis neutral risk intel as a public good is overdue. Composite scores always turn into theater, but raw protocol risk data could actually help allocators.

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@solana @refihub @craftsdev @Arcium Energy infra RWAs are one of the few RWA categories where onchain settlement actually does something. Auctions, collateral, payouts all get messy fast offchain. Still early, but better than another tokenized T-bill wrapper.