According to CoinMeta, co-founders iosg and ventures, along with Jocy, stated in Money Frontier 2026 that the current crypto market is shifting from a transaction-oriented narrative to internet-native financial infrastructure, and investment focus is gradually expanding from the primary market to the OTC, secondary market, and incubation phases. They pay particular attention to stablecoins and payments, predictive markets, AI × crypto, as well as on-chain transactions and credit. The core criteria for judgment are whether a project has verifiable revenue, clear customer needs, and sustainable cash flow. Jocy also believes that bear markets often magnify the valuation misalignments of high-quality projects, providing opportunities for contrarian positioning.