The first words to 2026: May emotions recede and value emerge
If 2025 is a year dominated by emotions, then my first expectation for 2026 is: to let value take center stage again.
Web3 has never lacked excitement; what it lacks is calmness. Memes can ignite the market but cannot sustain a long-term ecosystem; narratives can boost valuations but cannot replace real cash flow. In 2026, I hope to see an industry restructuring after the emotions subside.
Capital will be more cautious, users will be more realistic, and project teams will be forced to face a question: if there are no subsidies or ai
View OriginalIf 2025 is a year dominated by emotions, then my first expectation for 2026 is: to let value take center stage again.
Web3 has never lacked excitement; what it lacks is calmness. Memes can ignite the market but cannot sustain a long-term ecosystem; narratives can boost valuations but cannot replace real cash flow. In 2026, I hope to see an industry restructuring after the emotions subside.
Capital will be more cautious, users will be more realistic, and project teams will be forced to face a question: if there are no subsidies or ai










