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Coinbase's VC arm publishes the trends crypto investors are betting on in 2026
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Coinbase’s venture arm says Q2 is a ‘builders market’ despite quieter trading.
Key facts
- The move values Kraken at about $13.3 billion, down from $20 billion in late 2025
- Paxos Labs, $12 million Blockchain infrastructure firm Paxos Labs has raised $12 million in a strategic funding round at an undisclosed valuation, Fortune reported
- Bernstein forecasted that the institutional crypto trading market’s value will more than triple, from $5 billion in 2024 to $18 billion by 2030, with the US market share surging from 7% to 20%
- The tokenisation market is expected to jump by 754 times to become a $20 trillion market by 2030, according to BlackRock
Summary
Investors poured under $5 billion into innovating industry players in the first three months of 2026, a 15% drop from the capital injected in the first quarter of 2025, according to data from DefiLlama. That’s what they're seeing right now, and why they were a top crypto investor in Q1.” He’s not alone. It’s a sentiment shared by investors like Andreessen Horowitz, Sequoia Capital, Founders Fund, Bain, and Alibaba Group. Firms like BlackRock, RobinHood, Greyscale have all waxed lyrical about assets going online and for good reason.
“Privacy is in every financial system except for DeFi,” Railgun contributor Bill Liang told DL News in October. “Every agent is effectively a new “user” of the blockchain.” The view is shared by Coinbase CEO Brain Armstrong, former Binance CEO Changpeng Zhao and Circle CEO Jeremy Allaire.