Just dove deep into the latest on Web3's on-chain primary markets, and man, 2026 is shaping up to be a game-changer. Forget the hype cycles— we're entering the "execution era" where compliance isn't optional, it's the foundation. Stablecoins are exploding as the rails for real payments, and RWA tokenization? It's finally moving from proofs-of-concept to full institutional adoption. Think tokenized gold holding steady at $3B+ market cap while the rest of crypto dips— that's the stability investors are craving now.
On the primary side, IDOs and launches are getting smarter: modular funding stacks for public goods, DeFi treasuries yielding real returns, and TradFi giants building their own chains to dominate RWAs. Privacy tech is huge too— with regs tightening, on-chain privacy solutions could moon as users demand control.
If you're hunting alpha, watch for M&A in maturing projects and community-owned models. This isn't speculation; it's building sustainable value. Who's with me on stacking RWAs this year?
The Central Political and Legal Work Conference will be held in Beijing from January 18 to 19, during which the work for 2026 in the political and legal field was studied and deployed. It pointed out that proactive research should be conducted on new issues such as the protection of rights and interests of new employment groups, virtual currency, and low-altitude economy, and legislative proposals should be actively put forward. Research on new technologies should be strengthened to strictly prevent the use of blockchain and other encryption technologies to evade regulation, and to legally combat behaviors such as the generation and publication of false information using artificial intelligence technology.
Breaking! The U.S. SEC has removed crypto assets from the 2026 priority risk list, marking a significant shift towards a friendly regulatory environment, with institutional confidence booming!
At the same time, Morgan Stanley has submitted an application for a Solana ETF, with traditional giants accelerating their Web3 strategies.
Current Hot Topics: Privacy infrastructure driving DeFi innovation, explosion of RWA tokenization, and Web3 gaming combined with AI becoming the new frontier.
In 2026, Web3 is no longer speculation, but an era dominated by real-world applications!
What do you think? Will institutional adoption drive the next bull market? Feel free to discuss in the comments 👇
The decline in the crypto market is mainly due to the resurgence of the U.S.-EU trade war and the market's concerns about Trump's new round of tariff proposals.
The gap between companies holding bitcoins and non-holders does not lie in the strength of their "faith" in the asset. For most companies, Bitcoin has never even been on the management discussion agenda. Instead of being vetoed after debate, it has not been discussed at all. The management team that really seriously considers the inclusion of Bitcoin in asset allocation has already crossed a threshold that most enterprises have never approached: that is, in the process of implementing a long-term strategy, they are willing to bear the pressure of being misunderstood by the market for many years. That is why few companies in the world have really adopted this strategy. $BTC
Many employees of Goldman Sachs are highly concerned about issues including the U.S. Congressional Clarity Act, which may have a significant impact on the tokenization and stablecoin fields. But based on the news in the past 24 hours, the bill is expected to have a long way to go before it can make progress, but I do think these innovations are crucial. $BTC