Framework Ventures Co-founder: In 2026, the market focus will shift to mainstream tokens, and institutions will continue to invest in high-quality DeFi blue-chip projects

BlockBeats News, December 30, Vance Spencer, co-founder of Framework Ventures, stated in a post, "2025 is not the year the crypto industry is looking forward to, but it is likely a year necessary for the industry to continue progressing. As an industry, we have basically said goodbye to meme coins, NFTs, low-circulation high FDV projects, and the entire set of consumer-oriented narratives overall.

My prediction for 2026 is: the number of token issuances will drop significantly, and the market's focus will shift more towards mainstream assets (ETH, BTC). At the same time, institutional capital will continue to flow into DeFi blue-chip projects with reasonable value capture mechanisms.

This buying pressure could be much stronger than many expect, especially when combined with ongoing buybacks and a high degree of financial discipline at the protocol level. The future of this industry is already very clear: stablecoins, real-world assets (RWA), lending and capital markets, and asset management will become the dominant directions.

We will address many issues in the crypto space by reducing blind expansion, focusing on refinement, and moving towards compliance. This is a bullish setup, but rebounds, rallies, and exit opportunities will be highly concentrated."