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.

A central question has emerged for DeFi investors and founders alike: Do fundamentals truly matter when it comes to DeFi token valuations, or are prices still largely driven by speculation and broader crypto market sentiment? As the space matures and institutional participation grows, there is an increasing expectation that price discovery will begin to reflect real usage and revenue, much like traditional equity markets eventually anchor to fundamentals. To explore this, we developed quantitative models based on a broad dataset to systematically analyze whether, when, and how fundamentals play a role in DeFi. The models reveal patterns supporting the current “revenue meta” narrative gaining traction across the ecosystem.

Since 2022, we have been backing Safe (rebranded "Gnosis Safe"). Meanwhile, the smart contract wallet platform has emerged as critical infrastructure and the most used industry standard for securely managing digital assets in web3. Safe has achieved wide adoption, securing over $100B in assets and being used by major DAOs, institutions, and individuals. This article reiterates our initial investment thesis and showcases our continued conviction in the project, while arguing that Safe features elements of a meta aggregator for web3, putting it in a dominant strategic position.

Greenfield co-leads Centrifuge's $15M Series A. Its unique position in the market for tokenizing real-world assets (RWAs) is due to its solid and efficient infrastructure, differentiated service lines, and stellar team with a strong reputation and network across decentralized finance and traditional players. Centrifuge is primed for further massive growth.