What the narrative hit list looks like for 2026

The market considers the strongest narratives for the near future: RWA, Stablecoins, Prediction markets, and Perps.

Meanwhile, GameFi and NFTs, which were popular in 2021, are now of no interest to the market at all.

Changes in narratives over the years:

⚪️2020: DeFi Summer (yield farming mania).

⚪️2021: NFT, GameFi.

⚪️2022: Bear Market Builders + hype L1/L2.

⚪️2023: Ordinals & Bitcoin DeFi.

⚪️2024: AI Agents & Onchain Inference.

⚪️2025: Stablecoins, sales.