What will be the crypto meta for the next year?
Most people will say "the next shiny thing" - a new narrative, a new ticker, a new promise of fast gains.
They're looking in the wrong direction. 👇
Here's what the data actually shows:
The 3 biggest crypto metas for 2026 are already clear:
- Tokenization
- Stablecoins
- DeFi
And all three are being built on Ethereum.
Ethereum remained the dominant settlement layer for the categories institutions actually care about. Not because of marketing, but because it already had:
→ Proven security track record
→ Deep liquidity & tooling
→ Compliance pathways institutions need
→ Developer depth to support scale
Tokenization? Institutions are choosing Ethereum.
Stablecoins? The majority of settlement lives on Ethereum.
DeFi? Ethereum is still the base layer everything connects to.
Different narratives. Same foundation.
If you zoom out and ignore daily noise, the signal is obvious.
Data @tokenterminal
stablecoin GTM strategy around the world
Brazil/LATAM: make your bodega use stablecoins
NYC: make more yield with stablecoins
SF: make agents use stablecoins
UAE/Gulf: send your mom stablecoins
SEA/APAC : make your taxi use stabelcoins
Africa: save in stablecoins
EU: ......
1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc.
https://t.co/oDYsukFxvF
We analyzed 125 token launches and spoke with 25+ founders to learn why 85% of tokens launched in 2025 ended the year negative.
Only 9.4% of tokens that declined in their first week ever recovered. What drove Week 1 relied on decisions founders often overlooked.
The guide covers the decisions that actually mattered, how to model them, and a framework for keeping your token out of the 85%.
👉 Read the Practical Guide to TGE: https://t.co/30TTI4gUNC
Can’t wait to start @Safaryclub@jkey_eth. Heard so much positive feedback. There should still be a few spots available. Join the ultimate web3 marketing and growth course!
Alts are getting absolutely wrecked rn
PumpFun rugs, Trump/Melania token madness, 10.10 liquidations… people are basically done. Fair.
Everyone's screaming "crypto changed forever", "institutions came and ruined everything" and "it's only stablecoins/RWA now".
Yes, things shifted. But thinking speculation's dead forever is wild to me. A couple positive macro turns + a couple green candles = degen capital floods back.
Meantime:
• Some stuff's holding ( $HYPE, $CC, privacy tokens)
• Builders keep building (lots of dev job posts in feed)
Market needs time to reset. Will it come back exactly the same? Probably not. Will it come back? Yeah.
@MrUsertyt@Safaryclub@jkey_eth Ran a digital marketing agency in Web2 long time ago, then went full degen into crypto and started building. Now I'm realizing the real edge is actually combining both worlds. Distribution + product is where the magic happens.
JUST IN: 🇺🇸 Bank of America officially begins recommending that clients invest up to 4% of their portfolio in Bitcoin and crypto.
JUST IN: 🇯🇵 Japan's Minister of Finance says she supports integrating crypto into the finance system.
JUST IN: Michael Saylor hints at buying more Bitcoin.
JUST IN: $94,000 Bitcoin
What a start to the year! 🚀
Your coins are your coins. Don’t let them be clubbed into dank submission. Be on the watch, there are ways out. There is a light somewhere. It may not be much light but it beats the darkness. The gods will offer you chances: know them, take them. You can’t beat death but you can beat death in life, sometimes.
Happy new year.
JPMorgan, BlackRock, Franklin Templeton, and Société Générale are already building on Ethereum infrastructure.
• J.P. Morgan is piloting tokenized deposits on Base
• BlackRock and Franklin Templeton are already running tokenized funds
• Société Générale has issued MiCA-regulated stablecoins
The future is bright.