The investment arm of the largest U.S. crypto exchange outlines priorities across real-world assets, next-generation DeFi, AI infrastructure and emerging prediction markets.
Coinbase Ventures has revealed a detailed roadmap for its 2026 investment strategy, identifying nine sectors it believes will shape the next wave of crypto innovation. The firm plans to direct capital toward real-world asset (RWA) trading, specialized exchanges, DeFi composability, and advanced AI-powered development tools. With over 618 investments since 2018, the venture arm is sharpening its focus on areas it expects to generate breakout companies and new industry standards.
Real-World Asset Perpetuals and Specialized Exchanges
Coinbase Ventures is seeking teams building tokenization frameworks and innovative exchange designs. One investor noted that synthetic exposure to off-chain assets through perpetual futures could unlock entirely new trading markets, enabling traders to interact with RWAs without direct ownership.
Prediction markets are set to receive greater investment as the sector expands. Coinbase Ventures’ research suggests that liquidity remains heavily fragmented across platforms. Investor Jonathan King said the firm expects prediction market aggregators to become the dominant interface layer, consolidating an estimated $600 million in liquidity and offering unified real-time event odds.
This aligns with increasing volumes on platforms like Kalshi and Polymarket, underscoring rising global interest in outcome-based markets.
Next-Generation DeFi and Onchain Capital Efficiency
For DeFi, Coinbase Ventures anticipates major developments in 2026. Investor Ethan Oak expects perpetual futures exchanges to integrate directly with lending platforms, allowing traders to earn yield on collateral while holding leveraged positions—improving capital efficiency across the ecosystem.
Privacy-focused tools are another target area. Analysts observed a surge in developer activity around privacy-preserving assets, with technologies like Zcash inspiring new models for confidential onchain activity.
King added that DeFi protocols combining onchain reputation with offchain credit data could enable large-scale unsecured borrowing. He noted that “the U.S. alone has $1.3 trillion in revolving unsecured credit that crypto can capture through superior accessibility.”
Agentic AI, DePIN Expansion and Human Verification Tools
The final category encompasses AI and decentralized physical infrastructure. Coinbase Ventures views robotic and embodied AI development as limited by fragmented datasets. Decentralized physical infrastructure networks (DePIN) could offer a scalable method for gathering real-world interaction data.
King also highlighted the rise of AI agent tooling that empowers non-technical founders to launch onchain businesses. These agents could handle smart-contract creation, security reviews and ongoing monitoring, potentially democratizing onchain development in 2026.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.