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1、Embracing the era of digitalization2026 Crypto InvestmentOutlook2Tableof ContentsIntroduction2026 Themes14Tokenization flywheel:real-world applications take hold18AI fuels a stronger investment case for crypto23Conclusion24Contributors25Glossary4Cryptos new normal:More conviction,higher allocations.

2、Samir Kerbage,CIO9The“cryptodollar”begins to replace the petrodollar3The first time a technical word or phrase appears,it will be highlighted in blue and defined in the glossary to enhance understanding of the text.4Cryptos new normal:More conviction,higher allocationsWhy Hashdex is recommending a 5

3、-10%crypto allocation for most investorsSamir Kerbage,CIO4December 1,20255For the last eight years our mission at Hashdex has been pretty simple:Connect the opportunities within the crypto ecosystem to investors around the world.Through several market cycles,regulatory uncertainty,and mac-roeconomic

4、 surprises,this mission hasnt changed.What has changed,however,is how investors,big and small,are viewing this asset class and its role in portfolios.There are several factors contrib-uting to this mindset shift:The institutionalization of this asset class in the wake of ETF approvals,a dramatically

5、 improving regulatory landscape,unsustainable govern-ment debt burdens,and the growth of artificial intelligence(AI).At the same time,longer life expectancies are intensifying pressure on retire-ment planning,pushing investors to remain growth-oriented even at ages when portfolios have tradi-tionall

6、y become more conservative.These factors and many more are contributing to advisors and other professional investors taking a hard look at modern portfolio theory and whether they are setting their cli-ents up for long-term success.As a result,the 60/40 portfolio is facing its most serious existenti