Framework Ventures Co-Founder: Market Gravity to Shift Towards Major Tokens in 2026, Institutions to Keep Building Positions in Top DeFi Blue Chips

On December 30, Framework Ventures co-founder Vance Spencer said in a post: “2025 isn’t the year the crypto industry is looking forward to—but it’s likely the year the industry needs to keep moving forward. As an industry, we’ve basically moved on from meme coins, NFTs, low-supply high-FDV projects, and the entire consumer-driven narrative.” My 2026 prediction: Token issuances will drop sharply, market focus will shift further to mainstream assets like ETH and BTC, and institutional capital will keep flowing into DeFi blue chips with sound value-capture mechanisms. This buying pressure could exceed many people’s expectations—especially amid ongoing buybacks and strict protocol-level financial discipline. The industry’s future is already clear: Stablecoins, real-world assets (RWA), lending/capital markets, and asset management are emerging as the dominant focus areas. We’ll tackle many crypto industry issues by cutting back on blind expansion, focusing on deep cultivation, and pursuing compliance. It’s a bullish outlook, but retracements, pumps, and exit opportunities will be highly concentrated.