✨ 2026 Predictions

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2026 YEAR AHEAD PLAYBOOK

Year Ahead in Crypto 2026

Position before the market prices it in: our highest‑conviction 2026 calls, scenario map, and sector playbooks.

Macro market tailwinds and what it may mean for crypto markets in 2026.
Where the next cycles form: stablecoins shifting into payment rails + the age of apps (perp DEXs going full‑stack, consumer crypto emerging).

— Macro market tailwinds and what it may mean for crypto markets in 2026.
— Where the next cycles form: stablecoins shifting into payment rails + the age of apps (perp DEXs going full‑stack, consumer crypto emerging).

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TRUSTED BY THE BEST

High‑efficacy independent research, trusted by the individuals building crypto

Avi Felman

Head of Digital Assets Trading, Goldentree

Delphi Research is a subscription that genuinely stands out in the crypto space. For our team, it has become a great resource that we can confidently recommend to any investor seeking reliable, data-driven research resources to navigate the world of crypto.

Vitalik Buterin

Founder, Ethereum

Deep dive on Ethereum's sharding roadmap from @delphi_digital. It's very good!

Joe Lubin

Founder, ConsenSys

Delphi's team is passionate about the space and the quality of their analysis is top notch. Their diligent yet pragmatic approach to network valuation and token economic structuring has pushed our industry forward, solidifying Delphi's role as an important thought leader in the community.

Avi Felman
Head of Digital Assets Trading, Goldentree
Delphi Research is a subscription that genuinely stands out in the crypto space. For our team, it has become a great resource that we can confidently recommend to any investor seeking reliable, data-driven research resources to navigate the world of crypto.
Joe Lubin
Founder, ConsenSys
Delphi's team is passionate about the space and the quality of their analysis is top notch. Their diligent yet pragmatic approach to network valuation and token economic structuring has pushed our industry forward, solidifying Delphi's role as an important thought leader in the community.
Vitalik Buterin
Founder, Ethereum
Deep dive on Ethereum's sharding roadmap from @delphi_digital. It's very good!

Avi Felman
Head of Digital Assets Trading, Goldentree
Delphi Research is a subscription that genuinely stands out in the crypto space. For our team, it has become a great resource that we can confidently recommend to any investor seeking reliable, data-driven research resources to navigate the world of crypto.
Joe Lubin
Founder, ConsenSys
Delphi's team is passionate about the space and the quality of their analysis is top notch. Their diligent yet pragmatic approach to network valuation and token economic structuring has pushed our industry forward, solidifying Delphi's role as an important thought leader in the community.
Vitalik Buterin
Founder, Ethereum
Deep dive on Ethereum's sharding roadmap from @delphi_digital. It's very good!

Avi Felman
Head of Digital Assets Trading, Goldentree
Delphi Research is a subscription that genuinely stands out in the crypto space. For our team, it has become a great resource that we can confidently recommend to any investor seeking reliable, data-driven research resources to navigate the world of crypto.
Joe Lubin
Founder, ConsenSys
Delphi's team is passionate about the space and the quality of their analysis is top notch. Their diligent yet pragmatic approach to network valuation and token economic structuring has pushed our industry forward, solidifying Delphi's role as an important thought leader in the community.
Vitalik Buterin
Founder, Ethereum
Deep dive on Ethereum's sharding roadmap from @delphi_digital. It's very good!

2025 Year Ahead Research spotted market trends before they became headlines

A few examples of what our Year Ahead research caught early.

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Markets & Macro

KEY PREDICTION FROM 2025:

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 markets rise through 2025

DeFi

KEY PREDICTION FROM 2025:

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

“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

KEY PREDICTION FROM 2025:

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 is the hub for on-chain through 2025

Delve into highlights from 2025

Revisit last year's reports and discover the depth of analysis that sets Delphi apart.

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DeFi

The Year Ahead for DeFi 2025

Jordan Yeakley + others

Infrastructure

The Year Ahead for Infrastructure 2025

Ceteris + others

Macro & Markets

The Year Ahead for Markets 2025

Kevin Kelly, CFA + others

Gaming

The Year Ahead for Gaming 2025

Joseph Lloyd + others

AI & DePin

The Year Ahead for AI & DePin 2025

Pondering Durian + others

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