

Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI
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đŁSPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how theyâre thinking about crypto investing heading into 2026. The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures. Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance. A candid look at whatâs investable now, whatâs changing, and how Bankless Ventures is underwriting the next cycle. ------ BANKLESS SPONSOR TOOLS: đ”COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow đȘFRAXNET | MINT, REDEEM, & EARN https://bankless.cc/fraxnet đŠUNISWAP | CONTINUOUS CLEARING AUCTIONS https://bankless.cc/uniswap-cca đMANTLE | GLOBAL HACKATHON 2025 https://bankless.cc/mantle-hackathon đ€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep ------ TIMESTAMPS 0:00 Intro 11:59 DeFi 36:20 Tokenization 50:25 Capital Formation 1:00:44 Speculation Markets 1:09:58 AI 1:13:26 Founders & Teams 1:15:31 Closing & Disclaimers ------ RESOURCES Ben Lakoff https://x.com/benlakoff Arnav https://x.com/0xArnav Bankless Ventures https://x.com/banklessvc ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosuresâ
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