falconx

#FalconX spoluzakladatel: Hlavní zaměření pro rok 2026 jsou predikční trhy a on-chain kapitál
#Jupiter spoluzakladatel se dotazuje komunity, zda by měly být zastaveny odkupy JUP, aby se prozkoumaly nové mechanismy odměn;
Analýza: Nedávné zpomalení Bitcoinu je slabší než v předchozím cyklu; optimisté sázejí na nárůst na konci roku na $150,000;
#CryptoQuant Ředitel výzkumu: Trh špatně posoudil chování velryb; skutečná poptávka po Bitcoinu zpomaluje a blíží se negativnímu území;
#Folw tweety, že obnovila činnost, s Cadence a EVM spuštěnými současně.

🌐 The Financial Frontier: Joshua Lim’s Vision for 2026
As we step into January 2026, the digital asset landscape has moved far beyond simple "coins." Joshua Lim, Co-Founder and Global Co-Head of Markets at FalconX, recently dropped a high-impact thesis that is currently the talk of the institutional crypto world: the future isn't just about trading crypto; it’s about Prediction Markets and On-Chain Stocks.
Here is why these two sectors are set to define the 2026 bull cycle.
1. Prediction Markets: The "Alternative" Data Layer 🔮
Once a niche corner of the internet, prediction markets (like Polymarket) have matured into a multi-billion dollar industry. Lim suggests that in 2026, these platforms will act as the world’s most accurate Truth Machine.
Institutional Hedging: Large funds aren't just betting on who wins an election anymore. They are using these markets to hedge against complex risks, such as shifts in U.S. Fed policy or the success of AI regulation.
Volume Aggregation: We are seeing the rise of "interface layers" that consolidate liquidity, making it as easy for an institution to bet on a geopolitical outcome as it is to buy Bitcoin.
2. On-Chain Stocks: Wall Street’s 24/7 Upgrade 📈
The "Tokenization of Everything" is no longer a pilot program—it's production-ready. On-chain stocks represent a fundamental shift in how we own equity.
Capital Efficiency: By moving traditional stocks like Apple or Tesla onto the blockchain, traders can enjoy T+0 settlement (instant ownership) and 24/7 global trading.
Higher LTVs: Because these assets are on-chain, they can be used as collateral in DeFi protocols with much higher loan-to-value (LTV) ratios than traditional bank margin accounts.
The Verdict for 2026
The "Four-Year Cycle" of the past is dead. In its place, we have a market driven by utility and real-world revenue. As Lim and the team at FalconX point out, the industry has successfully pivoted from "expectations" to "production."
If you’re still waiting for a "meme coin summer," you might be looking in the wrong direction. The smart money is moving toward the infrastructure that bridges the gap between the chaotic world of events and the rigid world of traditional equities.
Are you ready for a 24/7 stock market? Or do you think prediction markets are still too risky? Let us know in the comments! 👇
$BTC

#FalconX #JoshuaLim #Crypto2026 #TradFi #WriteToEarnUpgrade