2026 Web3 Investment Barometer: Dark Pools, RWA, and On-Chain Credit Lending Become the New Favorites

SignatureVerifier · 2026-01-09T12:20:12+00:00

Leading investment institutions release the 2026 investment strategy report, focusing on Perp DEX and privacy trading, the integration of stablecoins and RWA, privacy, AI, and new fusion in prediction markets, emphasizing the close combination of technology and application, showcasing the innovative potential of the crypto industry.

SignatureVerifier

2026-01-09 12:20:12

Abstract generation in progress

[Crypto World] Leading investment institutions have recently released their 2026 investment strategy report, providing detailed forecasts on several key sectors in the crypto industry, which are worth paying attention to.

Perp DEX and Privacy Trading
Institutional trading has a natural demand for privacy. The focus is on dark pool trading platforms that offer privacy customization features—able to protect institutional strategies and prevent Alpha leakage. Additionally, DeFi composite solutions supporting RWA and institutional assets as collateral are also listed as observation targets.

Fusion of Stablecoins and RWA
Interest-bearing stablecoins are becoming a new direction, especially products that can generate real yields using RWA. There is also optimism about settlement layer solutions that address liquidity fragmentation, as well as new regulated banks. The RWA sector itself is upgrading: unified liquidity layers, RWA treasuries, and RWA perpetual contracts are now in view.

New Fusion of Privacy, AI, and Prediction Markets
This is the most interesting part. Using zkTLS technology combined with off-chain credit and on-chain reputation to develop on-chain credit lending and under-collateralized loan products. The AI focus is on agent markets based on the x402 protocol, Agent identity systems supporting the ERC-8004 standard, and non-custodial yield optimizers. Prediction markets are mainly researching liquidity aggregators and new platforms that can offer position collateralization and leverage solutions.

It seems that the innovation focus in 2026 will be in these areas—the integration of technology and application is becoming increasingly tight.

RWA-2,43%

PERP-3,54%

DEFI4,09%

AGENT-0,86%

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Lonely_Validator

· 1h ago

Dark pools and RWA are taking off this year? It seems institutions have already been laying out their plans... Real returns are the true path.

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DAOdreamer

· 01-09 12:48

The dark pools are up, and the institutional brothers are finally going to show up. RWA feels like it's just starting to heat up, and yield-bearing stablecoins really have something.

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unrekt.eth

· 01-09 12:47

I'm optimistic about the dark pool sector; institutions are just afraid of front-running. Now with private transactions providing a safety net. However, RWA interest-bearing stablecoins still seem to need more time; can the real returns actually be realized?

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Frontrunner

· 01-09 12:47

Dark pools indeed have potential, but I wonder if institutions will really be willing to buy in... RWA yield-bearing stablecoins sound promising, but is the fragmentation of liquidity really that easy to solve? The article on zkT isn't finished yet, that's a bit showy, my friend. Are institutional privacy needs that strong? Feels like you're making a wedding dress for big players. Is 2026 a reasonable forecast? Maybe it's a bit early to say this now. RWA perpetual contracts? Could this be another new way to harvest retail investors? Predicting markets with AI and privacy sounds quite advanced, but it depends on how it actually gets implemented. The small returns from yield-bearing stablecoins, are they enough to offset the risks? If dark pools become popular, can regulators allow it, or will there be another round of tinkering? A year and a half's worth of work, so confident about it? Are institutional reports this bold?

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WagmiAnon

· 01-09 12:42

Dark pools are booming, institutions are starting to play hide and seek... Now retail investors can't see the movement of chips anymore. RWA yields are really attractive, but I'm just worried it's another hype-driven play. Private transactions are truly a necessity for institutions; investment firms are most afraid of their strategies being targeted. Stablecoins earning interest seem to be a recurring theme every year. Will it finally materialize this year? Is the article on zkT finished? It feels like the most valuable part is gone. I've heard this fusion approach too many times; ultimately, it depends on who can survive until the end. Predictive markets combined with privacy... Hmm, this idea is somewhat interesting, but the risks are also significant. Are institutions preparing to enter the market? Should we follow or wait? Is RWA perpetual contracts reliable? I always feel something's off. I like dark pools, but isn't this just institutions land-grabbing for themselves?

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