The Crypto Theses 2026: The Age of Cryptomoney and Convergence
Mon Dec 22 2025
The provided podcast outlines The Crypto Theses 2026, a comprehensive outlook on the evolution of digital assets toward a more mature and institutionalized cryptomoney era. It highlights Bitcoin’s solidified role as the primary non-sovereign store of value, while noting that Layer-1 platforms are increasingly valued for their monetary premiums rather than just network revenue. The report examines a major regulatory shift in the United States, where once-hostile environments have transitioned into strategic support, fostering growth in stablecoins and tokenized real-world assets. Emerging trends like application-specific money, AI-driven decentralized compute networks, and the rise of high-performance Layer-2s are presented as the next frontiers for adoption. Furthermore, the analysis explores the vertical integration of decentralized finance, where wallets and consumer-facing applications are becoming the primary gatekeepers of value capture. Ultimately, the source predicts a future where crypto infrastructure becomes the backbone for global financial settlement, cultural speculation, and autonomous agent commerce.
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The provided podcast outlines The Crypto Theses 2026, a comprehensive outlook on the evolution of digital assets toward a more mature and institutionalized cryptomoney era. It highlights Bitcoin’s solidified role as the primary non-sovereign store of value, while noting that Layer-1 platforms are increasingly valued for their monetary premiums rather than just network revenue. The report examines a major regulatory shift in the United States, where once-hostile environments have transitioned into strategic support, fostering growth in stablecoins and tokenized real-world assets. Emerging trends like application-specific money, AI-driven decentralized compute networks, and the rise of high-performance Layer-2s are presented as the next frontiers for adoption. Furthermore, the analysis explores the vertical integration of decentralized finance, where wallets and consumer-facing applications are becoming the primary gatekeepers of value capture. Ultimately, the source predicts a future where crypto infrastructure becomes the backbone for global financial settlement, cultural speculation, and autonomous agent commerce.