{"id":92634,"date":"2025-12-25T12:02:55","date_gmt":"2025-12-25T09:02:55","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=92634"},"modified":"2025-12-25T12:05:12","modified_gmt":"2025-12-25T09:05:12","slug":"pantera-analyst-foresees-quantum-panic-and-tokenized-gold-boom","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/pantera-analyst-foresees-quantum-panic-and-tokenized-gold-boom\/","title":{"rendered":"Pantera Analyst Foresees &#8216;Quantum Panic&#8217; and Tokenized Gold Boom"},"content":{"rendered":"<p>Junior partner at Pantera Capital, Jay Yu, has shared 12 predictions for the development of the crypto industry in 2026. The list covers a wide range of topics, from prediction markets to privacy tools. <\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"zxx\" dir=\"ltr\"><a href=\"https:\/\/t.co\/fBn1ebPtpZ\">https:\/\/t.co\/fBn1ebPtpZ<\/a><\/p>\n<p>\u2014 Jay Yu \ud83d\udc1f (@0xfishylosopher) <a href=\"https:\/\/twitter.com\/0xfishylosopher\/status\/2003830142330900513?ref_src=twsrc%5Etfw\">December 24, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>In 2025, four out of seven of the expert&#8217;s predictions proved accurate. Yu successfully <a href=\"https:\/\/x.com\/0xfishylosopher\/status\/2003066700884005289\">predicted<\/a> the deep integration of <a href=\"https:\/\/forklog.com\/en\/news\/what-are-stablecoins\">stablecoins<\/a> into global payment systems, a renaissance of corporate blockchains, a trend towards privacy, and growing interest in cryptocurrencies from TradFi giants.<\/p>\n<p>His forecasts for the coming year include: <\/p>\n<ol class=\"wp-block-list\">\n<li><strong>A new phase for lending.<\/strong> The sector will shift to capital-efficient consumer loans, based on AI scoring, behavioral analysis, and modular architecture.<\/li>\n<li><strong>Segmentation of prediction markets.<\/strong> Platforms will split into two directions: financial (DeFi, leverage, <a href=\"https:\/\/forklog.com\/en\/news\/what-is-liquid-staking\">liquid staking<\/a>) and &#8220;cultural&#8221; (for mass audiences with local variations).<\/li>\n<li><strong>Growth of agent commerce through <\/strong><strong>x402<\/strong><strong>.<\/strong> This payment infrastructure will become a mainstream framework for regular transactions, akin to Apple Pay. Some websites will receive more than 50% of their revenue through it. In the microtransaction niche, <a href=\"https:\/\/forklog.com\/en\/news\/what-is-solana-sol\">Solana<\/a> is expected to surpass <a href=\"https:\/\/forklog.com\/en\/news\/what-is-base-coinbases-l2\">Base<\/a>.<\/li>\n<li><strong>AI as an interface.<\/strong> AI-based assistants for trend and project analysis will become standard for user crypto applications, although fully autonomous trading models will remain experimental.<\/li>\n<li><strong>Rise of tokenized gold.<\/strong> Digitized precious metal will become a leading asset in the <a href=\"https:\/\/forklog.com\/en\/news\/what-are-rwas-real-world-assets\">RWA<\/a> segment as a tool to bypass physical limitations and preserve value.<\/li>\n<li><strong>&#8220;Quantum panic.&#8221;<\/strong> Breakthroughs in computing will prompt major Bitcoin holders to discuss protection plans. Despite the noise, there will be no real threat of network hacking in the coming year.<\/li>\n<li><strong>Unification of privacy.<\/strong> Developer-friendly interfaces like <a href=\"https:\/\/forklog.com\/en\/news\/buterin-unveils-privacy-tool-for-ethereum\">Kohaku from Ethereum<\/a> will emerge, abstracting technical complexities. Companies will start offering <span data-descr=\"trans. 'Privacy-as-a-Service'\" class=\"old_tooltip\">Privacy-as-a-Service<\/span> for corporate workflows.<\/li>\n<li><strong>Consolidation of <span data-descr=\"companies with crypto assets on the balance sheet\" class=\"old_tooltip\">DAT<\/span>.<\/strong> Only two or three crypto treasuries will remain for each major asset. <\/li>\n<li><strong>Blurring the line between token and stock.<\/strong> <a href=\"https:\/\/forklog.com\/en\/news\/governance-tokens-vs-utility-tokens-whats-the-difference\">&#8220;Governance&#8221; tokens<\/a>, which do not confer legal rights, will face a crisis. Quality companies will prefer to remain private longer. Coins convertible into stocks may emerge.<\/li>\n<li><strong>Leadership of Hyperliquid.<\/strong> The platform will maintain its lead among <a href=\"https:\/\/forklog.com\/en\/news\/perp-dex-old-tricks-new-tech\">perp-DEX<\/a>, with <a href=\"https:\/\/forklog.com\/en\/news\/hyperliquid-to-enable-creation-of-perpetual-futures-markets\">HIP-3<\/a> markets being the main volume driver.<\/li>\n<li><strong>Multichain for <span data-descr=\"alternative market-making models\" class=\"old_tooltip\">prop-AMM<\/span>.<\/strong> Such solutions will operate across more networks and account for more than half of the volume on Solana.<\/li>\n<li><strong>Stablecoins for international payments.<\/strong> Fintech companies like Stripe and Ramp will begin to widely use &#8220;stablecoins&#8221; for cross-border settlements.<\/li>\n<\/ol>\n<p>Earlier, investor Anthony Pompliano <a href=\"https:\/\/forklog.com\/en\/news\/anthony-pompliano-sees-a-steadier-2026-for-bitcoin\">predicted<\/a> a stable 2026 for Bitcoin. <\/p>\n<p>Analysts from Bitwise and Grayscale <a href=\"https:\/\/forklog.com\/en\/news\/bitwise-and-grayscale-predict-bitcoins-new-peak-by-2026\">forecast<\/a> that the cryptocurrency will reach new highs. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Junior partner at Pantera Capital, Jay Yu, has shared 12 predictions for the crypto industry in 2026.<\/p>\n","protected":false},"author":1,"featured_media":92635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"Pantera Capital's Jay Yu shares 12 predictions for crypto in 2026, including 'quantum panic' and tokenized gold.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[1146,1138,1296],"class_list":["post-92634","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-cryptocurrency-market-forecasts","tag-opinions","tag-pantera-capital"],"aioseo_notices":[],"amp_enabled":true,"views":"180","promo_type":"1","layout_type":"1","short_excerpt":"Pantera Capital's Jay Yu shares 12 predictions for crypto in 2026, including 'quantum panic' and tokenized gold.","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/92634","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=92634"}],"version-history":[{"count":1,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/92634\/revisions"}],"predecessor-version":[{"id":92636,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/92634\/revisions\/92636"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/92635"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=92634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=92634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=92634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}