• Coinbase Ventures launched its 2026 outlook, highlighting RWA perpetuals and AI integration.
• The corporate anticipates a rise in “prop AMM” at Solana to guard liquidity from dangerous flows.
• Robotics knowledge assortment through the DePIN community is acknowledged as a significant rising area.

Coinbase Ventures presents an in depth overview of know-how classes anticipated to outline the following stage of on-chain growth, highlighting new exercise on the rising intersection between real-world asset derivatives, specialised market infrastructure, next-generation DeFi fashions, synthetic intelligence, robotics, and cryptographic identities.

The corporate mentioned the expansion of stablecoin funds, sooner cost techniques, and widespread adoption of 2025 prediction markets have created circumstances for the brand new group to create revolutionary designs throughout a number of areas. He added that deeper liquidity, improved privateness instruments and enhanced interoperability are making a extra mature atmosphere for 2026.

RWA Perpetuals: Buying and selling macro occasions on-chain

One of many areas recognized considerations perpetual futures tied to real-world belongings. These contracts allow artificial publicity with out the necessity for underlying devices, thereby creating on-chain markets for knowledge releases, personal firm efficiency, or macroeconomic indicators reminiscent of commodities, credit score spreads, and inflation expectations.

Coinbase Ventures pointed to 2 clear instructions for growth: a method to trace hard-to-access off-chain belongings, and a instrument that enables merchants to specific a macro view inside crypto-native techniques. The corporate additionally pointed to experimentation with new market buildings.

Associated: Former Coinbase Ventures member expects crypto change to accumulate Circle

Amongst them are various automated market maker fashions designed to guard liquidity suppliers from poisonous order circulation. Prop-AMM on Solana, the place static liquidity can solely be accessed through an aggregator, was highlighted as one construction that limits predatory execution. Parallel tracks embody buying and selling terminals for prediction markets. It goals to consolidate fragmented liquidity and supply options reminiscent of multi-venue routing, superior ordering instruments, and built-in value discovery.

The following DeFi frontier: unsecured credit score and privateness

Perpetual futures protocols built-in with lending markets will type one other pillar of anticipated exercise. The corporate highlighted that there’s rising interoperability between derivatives exchanges and collateral-based yield techniques, enabling positions that may preserve leverage whereas producing earnings.

Moreover, the main target is on unsecured lending schemes that mix on-chain techniques and exterior knowledge sources. The acknowledged market alternative consists of entry to massive swimming pools of unsecured credit score historically managed inside conventional finance.

Privateness-focused structure stays a precedence. The corporate cited developments throughout privacy-preserving belongings, a secured order circulation atmosphere, a borrowing platform, and a community purpose-built for confidential funds, leveraging applied sciences reminiscent of zero-knowledge proofs, multi-party computing, and a trusted execution atmosphere.

Past finance: Encouraging robotics knowledge

Past finance, Coinbase Ventures has recognized robotics as an rising area. The corporate famous that the supply of fine-grained bodily interplay datasets is restricted.

To resolve this, the report proposes an incentivized mannequin just like the Decentralized Bodily Infrastructure Community (DePIN). These techniques have the potential to scale up the information assortment wanted to coach superior robotic swarms.

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