According to @CryptoMichNL, MN Capital released a 2026 thesis that highlights next‑wave DeFi, on‑chain AI, and DePIN as the core opportunity set for the year, indicating where the firm sees the most compelling fundamentals and user adoption potential. Source: @CryptoMichNL on X Jan 15 2026 and MN Capital Medium medium.com/@mncapital/opportunities-for-2026-064262d2c62f. MN Capital states 2026 will be the year fundamentals translate into real adoption, framing these three sectors as primary focus areas for its venture allocation and research. Source: MN Capital Medium medium.com/@mncapital/opportunities-for-2026-064262d2c62f. For trading alignment, this thesis identifies DeFi, on‑chain AI, and DePIN as thematic exposures prioritized by MN Capital, which can guide sector screening and narrative tracking through 2026. Source: @CryptoMichNL on X Jan 15 2026 and MN Capital Medium medium.com/@mncapital/opportunities-for-2026-064262d2c62f.

According to @julian2kwan, the real-world assets (RWA) sector expanded 5x from $6B to $30B while the broader crypto market declined, indicating sustained relative strength driven by actual adoption and institutional capital entering the space; source: @julian2kwan on X, Dec 7, 2025. He adds that the move reflects a structural uptrend rather than meme or hype cycles and that a “trillion-dollar phase” has not yet begun, a backdrop that supports ongoing RWA momentum in sector-rotation frameworks; source: @julian2kwan on X, Dec 7, 2025.

According to @Matt_Hougan, mainstream investor perception has broadened from viewing crypto solely as digital gold to also accepting stablecoins and tokenization, offering traders a clearer sector map for narrative-driven positioning and liquidity tracking, source: @Matt_Hougan, X post, Nov 23, 2025. He states that in coming years investors will further recognize prediction markets, DeFi, digital identity, privacy, DePin, capital raising, and decentralized AI as core use cases, signaling potential future narrative catalysts across these verticals, source: @Matt_Hougan, X post, Nov 23, 2025. For trading, this roadmap supports building watchlists and thematic baskets around the named sectors and monitoring flows, volumes, and policy headlines that can rotate capital among these themes, based on @Matt_Hougan’s sector outline, source: @Matt_Hougan, X post, Nov 23, 2025. Short-term, traders can prioritize news and on-chain metrics tied to stablecoin adoption, tokenization pilots, DeFi usage, and decentralized AI developments to capture narrative momentum within the sectors @Matt_Hougan highlights, source: @Matt_Hougan, X post, Nov 23, 2025.