Framework Ventures Co-Founder: 2026 Market to Focus on Mainstream Tokens, Institutions to Continue Allocating to Top DeFi Blue Chips

BlockBeats News, December 30th, Vance Spencer, co-founder of Framework Ventures, stated in a post that "2025 is not the year the crypto industry is looking forward to, but it is likely the year necessary for the industry to continue to advance. As an industry, we have basically bid farewell to meme coins, NFTs, low supply high FDV projects, and the entire consumer-centric narrative."

My prediction for 2026 is: the number of token issuances will significantly decrease, market attention will be more focused on mainstream assets (ETH, BTC), and institutional funds will continue to flow into DeFi blue-chip projects with a reasonable value capture mechanism.

This buying pressure may be strong beyond many people's expectations, especially in the context of ongoing buybacks and a high degree of financial discipline at the protocol level. The future of this industry is already very clear, with stablecoins, real-world assets (RWAs), lending and capital markets, and asset management becoming the dominant directions.

We will address many issues in the cryptocurrency field through reducing blind expansion, focusing on refinement, and taking the compliance path. It is a bullish trend, but rebounds, rallies, and exit opportunities will present a highly concentrated trend."