The Four Major Potential Tracks of 2026

Maybe the next hundredfold myth will emerge
The real way to make big money in a bull market is never by “chasing hot topics,”
but by positioning yourself correctly when emotions are at their lowest and narratives are not yet fully developed.
If we consider 2026 as the starting point of the next cycle of structural market trends,
these four tracks are worth paying close attention to.
1️⃣ #Ondo — US Stock Tokenization (The Ultimate Form of RWA)
In 2025, #RWA scaled up threefold.
But that’s just the appetizer.
The main course is only one:
US stocks on the blockchain.
The logic is simple and brutal:
Most people worldwide cannot buy US stocks
US stock market cap: $16 trillion
Even if 1% flows on-chain, it’s a trillion-dollar incremental increase
Ondo is not doing DeFi,
but turning NVIDIA, Apple, Microsoft
into composable financial assets on-chain.
Why Ondo?
Management background: Goldman Sachs, SEC alumni
Route choice: Fully compliant, no wild paths
Biggest risk point: SEC investigation ended, no charges filed
In one sentence:
This is Wall Street preparing an “on-chain interface” for itself.
RWA is not a story,
but US stock tokenization is the ultimate goal.
2️⃣ #Polymarket — Prediction Markets (A Track with Genuine “Incremental” Value)
When crypto trading volume shrinks and sentiment freezes,
prediction markets are expanding against the trend.
Why?
Because they attract not “speculative funds,”
but the huge demand for betting that already exists.
Key moments in 2026:
World Cup in the US, Canada, and Mexico
Hundreds of billions of dollars
Polymarket: compliant, on-chain, settlement-ready
And here’s a nuclear-level piece of info:
ICE (NYSE parent company)
👉 invested $2 billion
Current data:
Daily active users: close to 80,000
Total trading volume: over $16 billion
Market rumor: token issuance in Q1 2026.
If you understand the “wealth effect,”
then you know—
Once such “products that ordinary people can play,” go live, the dissemination power is terrifying.
3️⃣ #NEAR — Intent Public Chains (The Standard Form in the AI Era)
While everyone is still comparing TPS and memes,
NEAR is already working on something more important:
Should people operate blockchains themselves?
NEAR’s answer is:
👉 No.
What is NEAR Intents (Intent Transactions)?
You no longer need to worry about:
Which chain to use
Which bridge to take
Which pool is deepest
Just say:
“Help me swap #BTC for the cheapest ETH.”
The rest is handled by the system and AI agents.
Data is not PowerPoint:
9 months
700+ million transactions
$7 billion in total transaction volume
In the AI era, the winner will be:
The chain that completely eats up complexity.
NEAR is already heading in this direction.
4️⃣ ZEC — Privacy as Value (Bitcoin’s “Insurance”)
One sentence summary:
Bitcoin is the insurance for fiat currency,
ZEC is the insurance for Bitcoin.
Why?
Total supply: 21 million (same as BTC)
Inflation rate: already lower than Bitcoin
Complete the second halving by the end of 2024
Supply contraction is accelerating
Meanwhile, demand is quietly warming:
De-dollarization
Capital flow restrictions
Regulated assets tracked across the chain
Privacy itself is re-emerging as a value.
Current ZEC:
Market cap about $8 billion
Only 1/200 of BTC
This is a typical combination of:
Old assets + new macro environment.
Once funds start re-pricing “privacy,”
it often follows an independent trend.
Zhuo Ye’s summary:
RWA looks at Ondo: benefiting from Wall Street’s structural dividends
Prediction markets look at Polymarket: betting on token issuance + viral effects
Public chains look at NEAR: betting on the interactive revolution of the AI era
Privacy looks at ZEC: guarding the return of value from supply-demand imbalance
The market will never give you “certainty,”
but if the direction is right,
at least you won’t keep paying tuition in trash tracks, cycle after cycle.
In 2026, the real story may just be beginning.