Electric Capital has outlined 26 key investment directions for the Web3 industry in 2026, emphasizing the trend of "de-trustification." As institutional trust continues to erode and AI significantly reduces production costs, cryptography and distributed systems are expected to reshape power, access, and ownership structures.
The 26 directions are categorized into six major themes: user-owned personal software, new infrastructure for AI agents, global fintech and DeFi, financial entertainment, metaverse revival, and new cryptographic primitives that deeply integrate privacy with the physical world.
Electric Capital Identifies 26 Key Investment Directions for Web3 in 2026
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