Galaxy's 26 bold predictions for 2026 are out: the era of fat applications is coming, BTC will hit $250,000 by 2027, and AI Agents will dominate Base!

Galaxy Digital recently released 26 bold predictions for 2026, directly hitting on the paradigm shift from “fat protocols to fat applications” that we have repeatedly mentioned! After reading it all, 2025 will be the year of ETF institutional frenzy, and 2026 will witness Crypto integrating into the real economy: the twilight of infrastructure and the dawn of applications; Solana evolving the internet Capital Market; AI x Crypto exploding in Base; the return of the privacy track. Retail investor opportunity: don't just buy shovels (L1/L2), embracing fat applications will yield results more easily!

Galaxy 2026 Core Refinement Prediction

1. BTC Endgame: 2026 Fluctuation, 2027 Target $250,000

• In 2026, BTC may experience fluctuations and digestion, but institutional access + monetary easing will drive it.
• BTC officially becomes a “non-US dollar hedging asset”
• Long-term logic: Just hold on, 250,000 by 2027.

In the era of institutions, BTC has shifted from speculation to allocation, with narrowed volatility and a rising central tendency.

2. Infrastructure Dusk, Application Dawn: The “Fat Application Theory” Comes True

• L1/L2 is forced to “enshrine” leading applications
• The ratio of application revenue to network revenue will double in 2026.
• Investment Shift: Buy Applications, Not Shovels (Infrastructure)

Paradigm Shift: Protocol Work, Application Value Capture - The Era of Fat Applications Has Arrived.

3. Solana Evolution: From Meme to “Internet Capital Market”

• Don't just look at Memes, Solana is building real business models.
• Valuation target: 200 million USD (suspected 2 trillion? or revenue/market value)
• High frequency usage + productization advantages, replacing air narratives

Solana matures: accommodating the entry of the public, becoming the first choice for high-performance public chains.

4. AI x Crypto truly explodes: Base becomes the main battleground

• Predict that by 2026, 30% of Base trading volume will come from AI Agents (following the x402 standard)
• The era of AI autonomous payment has begun
• The most exciting point for AI researchers: the implementation of agent-level applications

The fusion of AI and cryptocurrency accelerates, and Base may become the biggest beneficiary ecosystem.

5. The privacy track makes a strong comeback

• The more institutions enter the market, the more valuable privacy becomes.
• The market value of privacy tokens surpasses 100 billion USD

Clear regulation + institutional allocation, privacy becomes a necessity - the rebirth of the track.

2026 Major Trends: From ETF Frenzy to Integration with the Real Economy

• 2025: Institutional entry of ETFs, infrastructure bull market
• 2026: Capture value from applications, Crypto integrates into the real world (payments, agency, privacy)

Retail investor revelation: the old logic (buying protocols and other ecosystems) is no longer effective, new opportunities lie in fat applications - results are easier to see.

Galaxy's predictions are bold yet logically sound: institutionalization + policy + technology are the three driving forces, and 2026 may become the “coming of age” year for Crypto.

Which prediction do you think is the most promising? Let's chat in the comments～ A. In the era of fat applications, buy applications B. BTC 2027 250,000 C. Solana Internet Capital Market D. The AI Agent explodes on Base E. The return of the privacy track

Take one step at a time - In 2026, applications will be king!