Landscape of the crypto sector in 2026 may face a major reshuffle. From the current ecosystem perspective, tracks like DePIN, Ethereum Layer2, and AI Agent that align with real-world application demands are expected to become new growth poles as technology lands and ecosystems mature. Among these, DePIN seeks breakthrough by combining physical assets with on-chain incentives, while AI Agent pursues new pathways through the fusion of large language models and autonomous decision-making. Ethereum Layer2 continues to solidify its position as a scaling solution.

In contrast, Meme coins, despite sustained popularity, will find it difficult to shake off their speculative nature in the long term, with continued decline likely becoming the norm. Restaking, as a staking derivative, faces challenges in liquidity and risk management. Prediction markets struggle to achieve breakthroughs amid policy uncertainty, while the public chain track faces intensified competition with increased difficulty for new players to break through.

The Bitcoin ecosystem and Perp-DEX represent two relatively stable sectors — the former riding the tailwind of Bitcoin spot ETFs, while the latter relies on persistent trading demand. RWA (Real World Assets on-chain) and stablecoins belong to the slow-growth camp, with scale expansion constrained by regulation and application scenario maturity, though their long-term potential should not be overlooked.