Crypto Predictions: What We Got Wrong in 2025 — And What Actually Matters in 2026

In this episode of Token Narratives, we revisit our biggest crypto predictions from 2025 — the wins, the misses, and the narratives that completely fell apart.

Then we look ahead to 2026, covering:

• Bitcoin dominance and why it may keep rising

• ETH vs Solana and the problem of value accrual

• Prediction markets, insiders, and edge decay

• Trump-era macro, liquidity, and geopolitics

• Why network usage doesn’t automatically mean token value

Are crypto markets finally getting smarter — or are we repeating the same mistakes again?

🎙️ Hosted by:

Graham Stone (@graminitha1)

David Sencil (@_dsencil)

00:00 Bitcoin L2s: Hype vs. Reality

09:10 The Privacy Dilemma in Bitcoin

12:06 Bitcoin ETFs: Expectations vs. Reality

13:54 AI and Crypto: A Missed Opportunity

16:56 Geopolitical Predictions and Their Outcomes

18:11 NFTs: The Downward Trend

20:01 Price Predictions: A Year of Misses

24:01 Prediction Markets: The Future of Betting

28:49 Quantum FUD: A Fading Concern

34:08 Ethereum vs. Solana: The Battle for Dominance

39:39 Bitcoin's Market Position and Predictions

42:15 The Impact of Macro Trends on Crypto

46:47 Institutional Adoption and Market Dynamics

50:49 Bitcoin's Value Relative to Gold

53:33 Volatility and Market Predictions for 2026

56:15 Mergers and Acquisitions in Crypto

01:00:16 Stablecoins and Institutional Trends

01:03:25 Emerging Technologies and Market Trends

01:05:20 Robinhood vs. Coinbase: The Financial Super App Debate