Bold Predictions: IN SIGHT

 

Matt Walsh (Clear progress — IN SIGHT)

Standard Chartered confirmed in May 2026 that it will acquire the remainder of crypto custodian Zodia Custody and fold it into the bank’s digital-asset custody business, targeting a signing at the end of June and completion by end of August 2026. → Standard Chartered 

Standard Chartered is on the FSB’s 2025 G-SIB list. → FSB G-SIB list

 

Haseeb Qureshi (Clear progress — IN SIGHT)

Block’s Cash App began a phased USDC rollout on May 27, 2026, reaching 25% of its nearly 60 million users with no separate wallets and no added fees. →  PYMNTS 

DoorDash, which operates in more than 40 countries, is rolling out stablecoin payouts on the Stripe-incubated Tempo network. → CoinDesk

 

Santiago Roel (Clear progress — IN SIGHT)

More than 40% of altcoins now trade at or near all-time lows, a drawdown deeper than the last bear market’s roughly 38%. → BeInCrypto

Oversupply is driving the drawdown as token counts exceed 47 million and dilute liquidity. → Yahoo Finance

Tokenized real-world assets are up 40% year to date to over $51 billion. → Bernstein via The Block

 

Juan Benet (Clear progress — IN SIGHT)

Coinbase’s x402 agent-payment standard has surpassed 100 million cumulative transactions on Base and runs roughly $600 million in annualized stablecoin volume across chains. → Chainalysis

Mastercard launched Agent Pay for Machines for machine-to-machine onchain settlement in June 2026. → Mastercard

Tokenized real-world assets topped $51 billion, up 40% year to date. → Bernstein via The Block

 

Madison Piercy (Clear progress — IN SIGHT)

Mastercard launched Agent Pay for Machines in June 2026, storing human-granted agent permissions onchain across Polygon, Solana and Base, with more than 30 launch partners including Coinbase, Stripe and Tempo. → Mastercard 

Coinbase’s x402 agent-payment standard surpassed 100 million cumulative transactions on Base, the fastest-growing transaction class in the ecosystem. → Chainalysis

 

Robert Leshner (Clear progress — IN SIGHT)

In December 2025, Forward Industries put its SEC-registered shares onchain through Superstate’s Opening Bell, the first time a public company’s equity could be used directly in DeFi, as collateral on Solana’s Kamino lending protocol. Galaxy Digital and SharpLink followed. → The Block 

Superstate raised an $82.5 million Series B in January 2026, led by Bain Capital Crypto, to scale onchain equity issuance, with assets under management now above $1.2 billion. → CoinDesk

 

Michael Jordan (Clear progress — IN SIGHT)

Tokenized real-world assets topped $51 billion, up 40% year to date. → Bernstein via The Block

Combined Polymarket and Kalshi monthly volume rose from under $5 billion in September 2025 to about $24 billion in April 2026. →  The Block

Robinhood Chain, a public blockchain launched July 1, 2026, now hosts tokenized stocks, DeFi lending and crypto trading side by side. → Robinhood

 

Other Predictions: Still On The Horizon

Jake Brukhman (Clear progress)

The GENIUS Act stablecoin law is in force and banks are cleared to custody crypto. → State Street

Rulemaking is advancing as of June 2026, JPMorgan is moving to accept BTC and ETH as collateral, and spot BTC ETFs held more than $115 billion. → DL News

 

Guy Young (Traction)

Yield-bearing stablecoins are roughly $11-19B against a roughly $312-321B total, about 4-5%. → DefiLlama 

They were $4.3B of $8B net supply growth in Q1 2026. → CoinGecko

 

Lasse Clausen (Traction)

Around 250 DePIN projects had a combined market cap above $19B by late 2025, up from $5.2B a year earlier. → Bitcoin Foundation / CoinGecko 

Decentralized AI compute is the fastest-growing DePIN subcategory. → Orochi

 

Ben Forman (Traction)

Stablecoin supply is roughly $297-302B, up about 51% year on year, far below 5-10x. Aave and Lido lead TVL. → DefiLlama 

Tokenized RWAs excluding stablecoins are roughly $31.4B, up from about $6.6B a year earlier. → RWA.xyz

 

Meltem Demirors (Traction)

USD.AI lent up to $500M onchain to AI-infra firm Sharon AI in January 2026. →  CoinDesk 

USD.AI has approved more than $1.2B in GPU-backed facilities, each GPU tokenized as an NFT claim. → Stablewatch

 

David Hoffman (Traction)

Superstate launched Direct Issuance for raising capital via tokenized stock, and Galaxy ran the first onchain proxy vote in April 2026. → The Block 

Superstate’s Opening Bell manages more than $1.2B in tokenized equity. → CoinDesk

 

Tyler Spalding (Traction)

Qivalis, a joint venture of 11 major European banks including BNP Paribas, ING and UniCredit, with 25+ more joining, plans a euro stablecoin for late 2026. → CaixaBank → BNP Paribas 

Open USD, a 140+ member consortium including Visa, Mastercard, Stripe, Coinbase, BlackRock and BNY, was announced June 30 and expects to launch on Solana later this year. → Cryptopolitan

 

Balder Bomans (Traction)

A single Oct 2025 to Jan 2026 beta saw roughly 9,500 agents run 187,000 autonomous transactions. → CoinDesk 

Most analyst forecasts of agent dominance point to 2030, not 2026. → KuCoin

 

Catrina Wang (Traction)

Crypto firms spent more than $880M on buybacks with prices stalling. → CryptoSlate

Optimism approved a fresh OP buyback in January 2026. → CoinDesk

 

Greg van den Bergh (Traction)

A May 2026 Chainlink-Ark report estimates agents manage about 30% of TVL in top DeFi pools. → Coincub 

AI crypto market cap exceeded about $22B in March 2026. → Ainvest

 

Alexander Lin (Traction)

Bridge volume more than quadrupled in 2025 and it won an OCC trust charter in February 2026. → CoinDesk 

Coinbase still earns the majority of USDC income, and no source shows Stripe overtaking the exchanges. → Bessemer

 

Mike Dudas (Not yet)

As of June 26, 2026, ETH is about $1,615-1,660, down roughly 45-48% year to date from a roughly $3,000 start, and a +50% call needs ETH near $4,500+.→ MetaMask (ETH) → Fortune (ETH)