My observed trends in web3 for rest of 2026
- More consolidation across projects via mergers, acquisitions or acquihires
- Security teams selling AI driven vulnerability mining solutions
- L2s are getting recycled — a lot of projects dying but new bets are taking form
- Hardware wallets optimizing for card like devices
- Security teams offering SOC2 equivalent for Web3 to capture vendor maturity
- All consumer wallets are after perps
- RWAs taking the center stage. The “big bet” for crypto to bring in new money
- Stablecoins finding early maturity. Payroll and remittances next
- Big exchanges using their wallet and L2 subsidiary companies as loss-leading units to funnel growth into primary business
- All web3 incumbents focusing on institutional and enterprise
- Privacy solutions ramping up but slow. Regulation uncertainty.
This is not a dig.