The momentum from 2025 is carrying through—I'm seeing real opportunities ahead as we move into 2026. My portfolio's already locked in positions across several promising layers and innovations that are shaping up to capture major market movements this year.

The allocations are spread across some solid technical builders: Megaeth for scaling solutions, Espresso's sequencing tech, Aztec's privacy infrastructure, Billions for liquidity layers, Solsticefi's financial primitives, ZAMA's encrypted computation, Multiplifi's multi-chain mechanics, Space's ecosystem positioning, Abstract's development platform, and Base's growing activity.

These aren't random picks—they're the infrastructure and protocols I believe will drive real adoption cycles. The key is being positioned before the broader market fully recognizes the value. 2026 looks like it could be the year where these foundational pieces actually prove their worth in production.