I believe that starting from 2026, the entire crypto market will undergo a qualitative transformation. The traditional token issuance strategies have reached their end, and sticking to the old methods is basically a dead end. But this actually presents an opportunity—once a project truly achieves product-market fit (PMF), the return potential will be astronomical.

Several events are enough to illustrate the direction of this shift: first, the gradual launch of IPOs by payment protocols and compliance agencies; second, the global expansion of compliance for leading exchanges; plus the sky-high funding rounds for prediction market platforms, all signals pointing in the same direction—standardization and institutionalization.

The following tracks are worth paying close attention to: the prediction market sector is just getting started, with enormous potential; on-chain stocks and tradable financial assets (including precious metals, bonds, non-standard assets, etc.) are opening new markets; AI, needless to say, remains a perpetual focus; Payfi is still in the blue ocean stage; and the Middle East market, especially the growth potential in the UAE.

The common feature of these tracks is that they all target specific segments of traditional finance, rather than engaging in pure speculation.