مؤشر استثمار Web3 لعام 2026: المخابئ، RWA، والائتمان على السلسلة تصبح المفضلة الجديدة

【Coin Circle】Leading investment institutions have recently released their 2026 investment strategy report, providing detailed forecasts on several key tracks in the crypto industry worth paying close attention to.

Perp DEX and Privacy Trading Institutional traders have inherent privacy needs. The focus is on dark pool trading platforms that offer privacy customization features — capable of protecting institutional strategies and preventing alpha leakage. Additionally, DeFi portfolio solutions supporting RWA and institutional assets as collateral are also listed as observation targets.

Convergence of Stablecoins and RWA Yield-bearing stablecoins are becoming the new direction, particularly products that can generate real returns utilizing RWA. Also bullish on settlement layer solutions addressing liquidity fragmentation, as well as regulated new-type banks. The RWA track itself is also upgrading: unified liquidity layers, RWA treasuries, and RWA perpetual contracts have all entered the scope.

New Fusion of Privacy, AI and Prediction Markets This is the most interesting part. Developing on-chain credit loans and under-collateralized lending products by combining zkTLS technology with off-chain credit and on-chain reputation. The AI direction focuses on agency markets based on x402 protocol, Agent identity systems supporting ERC-8004 standards, and non-custodial yield optimizers. Prediction markets emphasize research on liquidity aggregators, as well as new platforms capable of providing position collateral and leverage solutions.

It appears that the innovation focus in 2026 will be in these few domains — the integration of technology and application is becoming increasingly tighter.