Bankless 27 Crypto Predictions for 2026 | Mike Ippolito
107 snips
Dec 31, 2025 Mike Ippolito, a savvy crypto investor and commentator, discusses the turbulent landscape of crypto as it transitions into a more fundamental era, akin to the post-dot-com age. They unpack the prospect of an Ethereum renaissance, while Bitcoin may face sentiment challenges. Ippolito predicts a decline in speculative hype, the growing importance of investor narratives, and the consolidation of blockchain infrastructure. Plus, the conversation touches on the implications of quantum computing and evolving revenue models as investors prioritize stability in the crypto market.
AI Snips
Chapters
Transcript
Episode notes
Venture Shifts Toward Later-Stage Bets
- Venture capital will become more discerning and shift toward later-stage, growth equity.
- Early-stage crypto risk pricing has normalized as liquidity and fundamentals matter more.
Incumbents Will Dominate Prediction Markets
- Prediction markets will grow but incumbents like Kalshi and Polymarket will dominate.
- Big consumer apps (Robinhood) can outcompete crypto-native rivals on distribution.
Perps Stay Competitive; Equity Perps Start Slow
- Perpetual markets will be fiercely competitive with no obvious durable moat.
- Equity perps are inevitable but will start slowly as traders resist changing venues.