Coinbase Unveils Nine Crypto Investment Themes for 2026

Published at 2025-11-26 06:00:12

Coinbase Ventures has outlined nine key themes it plans to fund in 2026, naming priorities such as RWA perpetuals, specialized trading venues, deeper DeFi composability, and AI-driven developer tooling. Rather than broad token bets, the firm is targeting infrastructure and protocol primitives that can expand on-chain liquidity, derivatives activity, and developer productivity.

The emphasis on RWA perpetuals and niche trading venues suggests Coinbase expects growth in tradable on-chain assets and bespoke marketplaces, while composability and AI tooling aim to unlock faster iteration and more complex protocol designs. For builders and investors, the announcement narrows where capital and strategic support are likely to flow next year; Coinbase’s backing could also lend credibility and liquidity to emerging sectors, making it easier for projects to attract partners and users.

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