Institutional players are already laying out their playbook for 2026, and there's genuine signal worth tracking here.

A major crypto investment firm just released their sector outlook for next year, flagging several areas they're watching closely. Nothing earth-shattering in the frameworks themselves, but when serious money talks about their conviction areas, it tends to move markets.

The thesis spans multiple sectors within the crypto ecosystem. They're eyeing specific trends that could shape trading narratives and capital flows through the year. Worth bookmarking if you're building conviction on any positions heading into Q1.

The full breakdown of which sectors made their watchlist below—pick what's relevant to your portfolio thesis.