This newsletter edition focuses on fundamentals and AI: We explore Peaq’s machine infrastructure, Semantic Layer’s agent coordination, Self’s human identity layer, and BitcoinOS’s programmable utility. Together, they sketch the blueprint for a world where the human and the autonomous operate on common rails while fundamentals catch up.

Last year, we shared our predictions about what could shape the year ahead. This time, we’re taking a different route. Rather than claiming to know what the future holds, we want to share what we hope to see: a 10-point wishlist of ideas, problems, and products we’d love founders to take on in 2026. By anchoring these reflections, we gain a nuanced understanding of where the next set of meaningful opportunities may emerge across Infrastructure, DeFi, and Consumer – and in how evolving regulation will shape the ground beneath them.

For this UX edition of the Greenfield Br3akthroughs newsletter, we explore – through research and recent Greenfield investments – how crypto products can become easier to discover and understand (Layer3), how shorter block times can radically improve Ethereum’s trading UX (nuConstruct), and how mobile-first apps can meet new audiences where they already are (Rebind).

For our first newsletter issue of 2025, we select portfolio highlights and recent research, share 7 predictions for the year and discuss what Europe needs to do now to stay competitive in light of radically improving conditions for crypto startups worldwide.