KEY PREDICTIONS & OUTLOOK FOR 2026

KEY PREDICTIONS & OUTLOOK FOR 2026

Year Ahead in Crypto 2026

Year Ahead in Crypto 2026

Year Ahead in Crypto 2026

The most comprehensive analysis of emerging narratives, sector forecasts, and actionable opportunities that will shape crypto in 2026:

The most comprehensive analysis of emerging narratives, sector forecasts, and actionable opportunities that will shape crypto in 2026:

The most comprehensive analysis of emerging narratives, sector forecasts, and actionable opportunities that will shape crypto in 2026:

  • Macro Liquidity & The "Revenue Meta": The "easy money" era is over. Will cash-flow giants decouple from the broader market?

  • The Pivot to Consumer Apps: From SocialFi breakouts to bundled SuperApps, are we finally witnessing the shift to true Consumer DeFi?

  • The Global Money Layer: How will corporate chains from Stripe and Robinhood reshape global payments and credit?

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Founder, Ethereum

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Influencer & Member

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Reginald De Le Grarbs

Influencer & Member

A long week of being sick, just logged on to catch up to hundreds of conversations here and just want to say again how impressed I am not just by Delphi, but this community. You are all amazing, thoughtful, helpful, fun, and deep in this and I appreciate you all. Always makes me more bullish on what is being built. Cheers Delphi fam!

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Head of Digital Assets Trading, Goldentree

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Portfolio Manager, Nima Capital

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Hassan Bassiri

Portfolio Manager, Nima Capital

I have used Delphi Research almost exclusively since entering the space professionally in late 2018. They provide actionable quantitative and qualitative research on a daily basis giving their subscribers alpha level content in a succint and timely manner.

Vlad (mightybo.eth)

Founder and CEO of Blockchain Cutie

Just read @Delphi_Digital's "The Great Reset" report about #Web3 games in 2023. One of the best pieces this year, so far. Must read.

Joe Lubin

Founder, ConsenSys

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Rezo

Founder, BR Capital Fund

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2025 Highlights: Spotting Market Trends Before They Became Headlines

Markets & Macro

Markets & Macro

Key prediction from Year Ahead for Markets 2025:

Key prediction from Year Ahead for Markets 2025:

HYPE continues outperforming

HYPE continues outperforming

"All of these upcoming developments should help to keep attention focused on Hyperliquid as we move into the year ahead, further strengthening the Hyperliquid investment thesis for retail and institutional players alike."

Dec 10, 2024 - The Year Ahead For Markets

✨ HYPE price on Dec 10, 2024: $13.00

✨ Prediction market volumes exponentially increase through 2025

DeFi

DeFi

Key prediction from Year Ahead for DeFi 2025:

Key prediction from Year Ahead for DeFi 2025:

Prediction Markets Don’t Die

Prediction Markets Don’t Die

Many have called for the ‘death’ of prediction markets, as without a wildly global event to speculate on, they are not capable of attracting activity that match election activity.

However, the real use case has never been speculation; it’s been pioneering new financialized products and information discovery.

Dec 17, 2024 - The Year Ahead For DeFi

Infrastructure

Infrastructure

Key prediction from Year Ahead for Infrastructure 2025:

Key prediction from Year Ahead for Infrastructure 2025:

Solana Continues to Win

Solana Continues to Win

“The reality is this: Solana is the place to trade. Yes, it is dominated by memecoins now, but there is no reason why it will stay that way in the long-run, and if this is your main critique then I believe you are missing the forest for the trees.”

Dec 12, 2024 - The Year Ahead For Infrastructure

✨ Solana remained the hub for on-chain trading through 2025

NEW FOR 2025

Delphi Intelligence

Delphi Intelligence

Synthetic intelligence will surpass human expertise, automate white-collar work, and inhabit machines. The forces unleashed will redefine global economies, geopolitics, and our sense of meaning. In 2025, we launched Delphi Intelligence to decode this transformation.

From Data Foundries to World Models

From Data Foundries to World Models
From Data Foundries to World Models

Browser Wars Got Personal

Browser Wars Got Personal
Browser Wars Got Personal

Humanoids Part 1: Sizing The Profit Pools

Humanoids Part 1: Sizing The Profit Pools
Humanoids Part 1: Sizing The Profit Pools

Abundant Intelligence and Scarce Experience

Abundant Intelligence and Scarce Experience
Abundant Intelligence and Scarce Experience

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Transcend Noise, Unveil Opportunity

Don't settle for surface-level chatter. At Delphi, you won't just stay informed — you'll take the lead with every curated insight. Become a Delphi Pro member today and discover why we're revered as industry thought leaders.

Transcend Noise, Unveil Opportunity

Don't settle for surface-level chatter. At Delphi, you won't just stay informed — you'll take the lead with every curated insight. Become a Delphi Pro member today and discover why we're revered as industry thought leaders.

Transcend Noise, Unveil Opportunity

Don't settle for surface-level chatter. At Delphi, you won't just stay informed — you'll take the lead with every curated insight. Become a Delphi Pro member today and discover why we're revered as industry thought leaders.