2026 Predictions with Michael Anderson and Vance Spencer

Bullish:

• $AI - 2026 will see the largest increase in AI baseline models due to GB 300 Blackwell chip deployment at scale, representing a major advancement after recent stagnation

  • “2026 will represent the largest increase in baseline models coming into the year, baseline models ending the year, particularly because we're going to see the GB 300 really at scale, which is the high scale Blackwell chip used to train these models.”

    Michael·1:01:46
• $DEFI - DeFi protocols are trading at extremely low P/E ratios compared to traditional markets, with some like Sky at 8x versus market averages of 20-25x, presenting value opportunities

  • “I think the DeFi alts are trading at such low PEs, and and maybe Hyperliquid is an exception. They're trading in probably twenty, twenty five x, which is where the stock market is, but, like, you know, sky is at, eight.”

    Vance·25:03
• $BTC - Bitcoin expected to reach new all-time highs driven by ETF flows and staking products that will be incorporated

  • “I do think Bitcoin, ETH, and and SOL get to new all time highs driven primarily by the ETF flows that are coming and the staking products that they will incorporate.”

    Vance·19:48
• $ETH - Ethereum expected to reach new all-time highs driven by ETF flows and staking products that will be incorporated

  • “I do think Bitcoin, ETH, and and SOL get to new all time highs driven primarily by the ETF flows that are coming and the staking products that they will incorporate.”

    Vance·19:48
• $SOL - Solana expected to reach new all-time highs driven by ETF flows and staking products that will be incorporated

  • “I do think Bitcoin, ETH, and and SOL get to new all time highs driven primarily by the ETF flows that are coming and the staking products that they will incorporate.”

    Vance·19:48
• $STABLES - Stablecoin market expected to nearly double to $600-750 billion by 2026 as proof-of-concepts at banks and financial institutions go live

  • “My prediction is that we end up with somewhere between $60,750,000,000,000 of stablecoins on chain by the 2026.”

    Michael·40:14
• $USDT - Tether expected to increase its already dominant two-thirds market share of stablecoins by a substantial margin in 2026

  • “Tether, which already has basically two thirds of the stablecoin market, if not more, increases its market share by a substantial margin in 2026.”

    Michael·35:57
• $DATACENTER - Data centers are oversold (down 60%) and will see renewed demand from Blackwell chip deployment and AI infrastructure needs

  • “We talked about the data center trend being absolutely abyss right at the end of this year, but we have never seen a model that's been trained with a black well.”

    Vance·1:04:08

Bearish:

• $MEME - The industry needs to move past meme coins and speculative assets which are detrimental and should be abandoned

  • “We really do need to leave behind the fuckery. The meme coining, the NFT shit, the overfocus on decentralization”

    Vance·0:43
• $USDC - Circle faces challenging competitive position, squeezed between Tether's dominance above and new fintech entrants below

  • “If you're a circle, you've got competition above you and you've got competition below you. It's going to be really tough.”

    Michael·35:57
• $PYPL - PayPal's stablecoin has failed to gain traction despite having Venmo's distribution advantage, showing poor crypto strategy execution

  • “Look at Pie USD and basically the lackluster TBL that it has. Pie is PayPal, which owns Venmo. This should be the largest payment stablecoin because of Venmo just in and of itself. But it's not, and nobody uses it.”

    Michael·33:44