Mason Nystrom sits down with Hootie Rashidifard (Hash3) and Alana Levin (Variant) to break down 2025's winners and losers—plus bold predictions for 2026.
2025 Winners: Stablecoins ($30M→$1T volume), prediction markets, Robinhood, Stripe, Base
2025 Losers: Gaming (down 96%), MetaMask, Biden-era SEC, restaking, DePIN
2026 Predictions:
• Crypto gets hard again (capital constrained, mission-driven founders emerge)
• More crypto IPOs and M&A
• Gemini likely gets acquired
• Bitcoin dominance increases
Topics: Coinbase expansion, distribution moats, will incumbents win everything, prediction market volume doubling.
The views expressed in the podcast are...