The Fastest Growing Market in Tech isn't AI

The Fastest Growing Market in Tech isn't AI

The fastest growing market in the world isn’t AI ; it’s in crypto.

Market Monthly growth, 20 months Multiple
RWA trades 53% 5,133x
RWA spot volume 36% 483x
Anthropic revenue 25% 65x

1

Real world assets (RWA) means enabling stocks & commodities like oil & copper to trade on blockchains, handling nearly 100% of the public price discovery when the commodities exchanges close.

RWA powers IPO pricing weeks before public listing for Anthropic, OpenAI, SpaceX, & Cerebras,2 using instruments called perpetuals on stocks;3 & RWA provides international access to important companies.

Read more
12 Predictions for 2026

12 Predictions for 2026

Every year I make a list of predictions & score last year’s predictions. 2025 was a good year : I scored 7.85 out of 10. I will release the scoring tomorrow. For today, here are my predictions for 2026 :

1. Businesses pay more for AI agents than people for the first time.

This has already happened with consumers. Waymo rides cost 31% more than Uber on average, yet demand keeps growing. 1 Riders prefer the safety & reliability of autonomous vehicles. For rote business tasks, agents will command a similar premium as companies factor in onboarding, recruiting, training, & management costs.

Read more