27 Crypto Predictions for 2026 | Mike Ippolito

Bankless

Technology, Tech News, News

4.7 • 1.2K Ratings

🗓️ 31 December 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sentiment could struggle, how prediction markets and equity perps actually play out, and what builders and investors should focus on as crypto matures from hype into real value creation. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium Mike Ippolito https://x.com/MikeIppolito_ https://x.com/MikeIppolito_/status/1870938934337020106 https://blockworks.co/podcast/bellcurve ------ BANKLESS SPONSOR TOOLS: 🔵COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow 🪙FRAXNET | MINT, REDEEM, & EARN https://bankless.cc/fraxnet 🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS https://bankless.cc/uniswap-cca 🛞MANTLE | GLOBAL HACKATHON 2025 https://bankless.cc/mantle-hackathon 💤EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep ------ TIMESTAMPS 0:00 Intro 0:41 Evaluating 2025: The Best Worst Year 7:19 Looking Ahead to 2026 15:40 Investor Relations in Crypto 24:29 Evolving Revenue Discussions 27:44 The Future of DATS 30:06 VC Investment Trends 35:13 Prediction Markets: Incumbents Win 39:52 The Ethereum Renaissance 45:42 The Quantum Threat to Bitcoin 55:06 Consolidation in Blockchain Infrastructure 1:05:07 Corporate Chains: Hot Starts, Cold Ends 1:10:43 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcript

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0:00.0	Bankless Nation, I'm here with Mike Ippolito.
0:06.1	We're going to talk about what we think is coming down the pipe in 2026.
0:10.1	Mike, welcome to Bankless.
0:12.3	David, it's been a while since we've done one of these.
0:14.2	I thought you were angry with me.
0:15.6	Wasn't getting my invites.
0:18.6	Oh, you know, I like to rotate who the guests in are out.
0:21.8	And, you know, I go in phases, you know?
0:23.3	Saving the best for last of 2025.
0:25.3	Right.
0:25.6	Yeah, yeah, yeah.
0:27.3	This is coming into people's podcast feeds on the 31st.
0:29.6	So this might be people's very last podcast of 2025 as we go into 2026.
0:34.5	On that note, how would you rate or describe or evaluate 2025 for our industry?
0:42.3	2025 was the best worst year ever, in my opinion. And what I mean by that is, obviously,
0:48.5	it was not in a lot of ways, it was a sort of disappointing year. And the way that I would say
0:53.7	it was disappointing was one,
0:55.4	we certainly didn't get the bull market from a price perspective that I think a lot of us wanted.
1:00.1	And we got new all-time highs in Bitcoin for some of the other majors even that did better than
1:05.5	most of the other alts. Ethereum, Solana had very minor all-time high breaks. They occurred at different times. It was generally
1:13.0	confusing. I think this was one of the hardest years that it's ever been to be an investor in
1:17.0	crypto, especially if you were out along the risk curve on alt, and you got destroyed, most
	...

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