{"id":91432,"date":"2025-11-26T13:33:09","date_gmt":"2025-11-26T10:33:09","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=91432"},"modified":"2025-11-26T13:35:12","modified_gmt":"2025-11-26T10:35:12","slug":"coinbase-identifies-perp-rwa-and-prop-amm-as-promising-sectors","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/coinbase-identifies-perp-rwa-and-prop-amm-as-promising-sectors\/","title":{"rendered":"Coinbase Identifies Perp-RWA and Prop-AMM as Promising Sectors"},"content":{"rendered":"<p>Coinbase&#8217;s venture arm <a href=\"https:\/\/www.coinbase.com\/ru\/blog\/Coinbase-Ventures-Ideas-we-are-excited-for-in-2026\">released<\/a> its investment forecast for 2026. Analysts highlighted four key sectors where they anticipate the emergence of unicorn companies.<\/p>\n<h2 class=\"wp-block-heading\">Perp-RWA<\/h2>\n<p>Experts predicted a shift from simple tokenization to the creation of synthetic instruments. Perp-<a href=\"https:\/\/forklog.com\/en\/news\/what-are-rwas-real-world-assets\">RWA<\/a> will provide traders with quick access to off-chain markets without the need to own the underlying asset.<\/p>\n<p>Coinbase Ventures expects &#8220;perpification of everything&#8221;: from private company stocks to economic data. Investors will be able to hedge risks through instruments tied to oil, inflation, credit spreads, and volatility.<\/p>\n<h2 class=\"wp-block-heading\">Specialized Exchanges and Terminals<\/h2>\n<p>The focus is on alternative <a href=\"https:\/\/forklog.com\/en\/news\/what-is-an-automated-market-maker\">market-making<\/a> models (prop-AMM). Such solutions, especially within the <a href=\"https:\/\/forklog.com\/en\/news\/what-is-solana-sol\">Solana<\/a> ecosystem, &#8220;protect liquidity providers from toxic order flow through the use of aggregators.&#8221;<\/p>\n<p>Analysts also noted the segment of <a href=\"https:\/\/forklog.com\/en\/news\/yes-no-web3net-how-decentralised-prediction-markets-work\">prediction markets<\/a>. The emergence of professional intermediary terminals is expected, consolidating liquidity from various platforms into a single interface with advanced trading tools.<\/p>\n<h2 class=\"wp-block-heading\">Next-Generation DeFi<\/h2>\n<p>Coinbase Ventures identified three development vectors for decentralized finance:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>composability:<\/strong> integrating lending and derivatives will allow yield on collateral while maintaining leveraged positions;<\/li>\n<li><strong>unsecured lending:<\/strong> using on-chain reputation and off-chain data will open a trillion-dollar consumer credit market;<\/li>\n<li><strong>privacy:<\/strong> implementing technologies like <a href=\"https:\/\/forklog.com\/en\/news\/what-is-a-zero-knowledge-proof\">ZKP<\/a> and <a href=\"https:\/\/forklog.com\/en\/news\/what-is-fully-homomorphic-encryption-fhe\">FHE<\/a> is necessary for institutions to conceal trading strategies and for regular users to protect financial history.<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\">AI and Robotics<\/h2>\n<p>Coinbase Ventures is betting on data collection for training robots through <a href=\"https:\/\/forklog.com\/en\/news\/distributed-energy-and-a-global-geodetic-network-what-lies-ahead-for-depin-in-2025\">DePIN<\/a> networks. This will address the shortage of datasets on physical object interactions.<\/p>\n<p>Another important narrative is the concept of <a href=\"https:\/\/forklog.com\/en\/news\/what-is-proof-of-personhood-pop\">Proof of Humanity<\/a>. Solutions combining biometrics and cryptographic signatures will be required to distinguish between humans and artificial intelligence.<\/p>\n<p>Growth is also expected in AI-agent-based tools for writing and auditing smart contracts.<\/p>\n<p>Back in November, the blog author WuBlockchain, under the pseudonym shisi.eth, criticized the Coinbase-supported micropayment protocol x402.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Coinbase Ventures released its investment forecast for 2026. Analysts highlighted four key sectors where they anticipate the emergence of unicorn companies.<\/p>\n","protected":false},"author":1,"featured_media":91433,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"Coinbase Ventures released its investment forecast for 2026, highlighting four key sectors for unicorns.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[1460,438,138,1628,1308],"class_list":["post-91432","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-amm","tag-artificial-intelligence","tag-coinbase","tag-depin","tag-rwa"],"aioseo_notices":[],"amp_enabled":true,"views":"220","promo_type":"1","layout_type":"1","short_excerpt":"Coinbase Ventures released its investment forecast for 2026, highlighting four key sectors for unicorns.","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91432","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=91432"}],"version-history":[{"count":1,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91432\/revisions"}],"predecessor-version":[{"id":91434,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/91432\/revisions\/91434"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/91433"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=91432"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=91432"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=91432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}