There are five narratives I expect to have strong momentum in 2026

-Privacy
-Robotics
-Sol Perps
-Prediction markets
-Ownership coins

Of the above, I think privacy will be the first narrative to play out in 2026 in Q1.

Robotics I see as the best chance of crypto seeing a similar season to the ai one we saw play out in Q4 2024. In my view a big part of why ai szn took off exponentially in crypto was because at the time it was one of the few ways retail could get liquid ai exposure with minimal friction. I foresee a similar scenario playing out with robotics this year ahead of a few strong launches coming up.

Perps will always stay relevant in the historically volatile world of crypto and sol is yet to see its own HL emerge. Few upcoming launches this year looking to establish themselves as the go to perp dex on Sol.

Prediction markets, whether you love them or hate them they are only increasing in popularity and both kalshi and Polymarket look to be two of the biggest launches we’ve seen. A narrative playing out around their launches seems inevitable.

Ownership coins had a strong finish to 2025 and I expect interest and demand for them grow further in 2026. In the maturing crypto world, investors are increasingly looking for projects where tokens actually make sense and that’s what ownership coins provide - a genuine usecase for tokens.

Coins which fit into the first four narratives and are simultaneously ownership coins I expect to perform particularly well when the relevant narratives play out.

Right now, there is only one project live which fits into one of the first four, and is also an ownership coin……