#Strategy加仓BTC In 2026, the story of Web3 takes a new turn

Last year, memecoin hype was everywhere, but now the market is shifting focus to tangible assets—real cash flow, active user numbers, and sustained business demand. It feels like Web3 is no longer just a casino; it’s becoming a functioning economy. However, the closer it gets to real business, the higher the standards for projects: operational efficiency, regulatory compliance, ecosystem governance—all hard nuts to crack.

**DePIN Takes Center Stage**

On-chain real resources are no longer just talk. Take Helium Mobile as an example: user numbers exploded, network fees continuously drove revenue, and by the end of 2025, monthly revenue surpassed $3.4 million. If this trend continues, annualized revenue could reach over $35 million. Another example is Aethir, whose 2025 revenue skyrocketed to $127.8 million, with an ARR of $166 million in Q3—driven by real demand for enterprise AI computing power and GPUs. Then there’s Geodnet, whose recurring annual revenue grew 315% year-over-year, now reaching $8.35 million. Interestingly, it allocates 80% of its earnings to buy back and burn tokens, clearly positioning itself as an enterprise-level geographic data service.

The common denominator for these projects to survive is simple—positive cash flow combined with growing business demand. This makes them very attractive to traditional institutional capital.

**AI Agents Quietly Disrupt**

Autonomous agents are starting to manage their own wallets. Coinbase and Cloudflare’s x402 protocol enables AI agents to perform real-time USDC microtransactions. Currently, they handle millions of transactions daily, and by 2026, large-scale agent-to-agent interactions and settlements are highly likely. Projects like Virtuals and Fetch.ai are doing exactly this—agents can hold wallets, settle transactions autonomously, and earn revenue independently. The door to the machine economy has already been opened.

**The Turning Point Is Here**

2026 will likely look like this: projects that can establish a cash flow loop supported by real business will lead the market; those relying solely on stories and subsidies will gradually fade away. The shift of Web3 from a “gambling paradise” to an “operating economy” might happen faster than anyone expected.

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