Keyrock Flags 12 Crypto Charts You Need To Watch This Year
Keyrock and Dune have printed a “12 Charts to Watch in 2026” dashboard that tries to pin subsequent 12 months’s crypto narrative to measurable market construction, the place liquidity is forming, the place worth is being returned, and which rails are quietly turning into systemically necessary.
The report’s premise is easy: every chart pairs a reside dataset with an specific 2026 prediction. Taken collectively, the set reads like a guidelines of whether or not crypto’s core primitives: buying and selling, issuance, funds, and funding have gotten deeper and extra institutional of their habits.
12 Crypto Metrics To Watch This Year
Keyrock places prediction markets close to the highest of the stack after a 2025 run that noticed weekly quantity rise 9.2x to only beneath $5 billion, with Kalshi, (*12*) and Opinion controlling a mixed 98.4% share on the time of writing. For 2026, it forecasts a 5x leap versus the 2025 run-rate to $25 billion in weekly quantity, and an identical 5x rise in open curiosity as markets deepen and positions persist longer.
On tokenization, the chart tracks non-stablecoin onchain RWA AUM, explicitly excluding stablecoins to isolate whether or not capital markets property are shifting onchain. Keyrock says non-stablecoin RWA AUM grew 3.4x in 2025 and tasks greater than 4x progress in 2026, led by tokenized cash-like merchandise (T-bills and cash market funds) and personal credit score, with early indicators of equities and ETFs as market construction and regulation mature.
A 3rd adoption vector is x402, which Keyrock describes as an open funds protocol pioneered by Coinbase in 2025 to let software program, together with AI brokers pay for digital providers utilizing stablecoins. Its measurable name: weekly x402 quantity exceeding $100 million in 2026, framed as a proxy for “machine-native commerce” displaying up in manufacturing.
For onchain asset administration, Keyrock tracks vault AUM throughout main suppliers and argues 2025 was about product maturity; 2026 is positioned as distribution. Its headline forecast is vault AUM tripling to $36 billion earlier than year-end, alongside a prediction that a minimum of one main broker-dealer gives an onchain vault “yield shelf.”
Derivatives are handled because the clearest stress check for depth. Keyrock highlights how the DEX-to-CEX futures buying and selling ratio grew greater than 3x in 2025, from 6.34% to 21%, and says open curiosity—not quantity—is the important thing sign for whether or not venues can “maintain danger in dimension” as new asset lessons migrate onchain. The 2026 goal: onchain perp OI exceeding $50 billion.
Value return is monitored by way of buybacks. The report notes multi-million-dollar packages in 2025 from Hyperliquid, Raydium and Pump.enjoyable, and predicts weekly buyback spend reaches a minimum of 2x 2025 ranges, plus a shift away from “fastened share of charges” fashions towards “value-aware” execution (pacing bands, triggers, disciplined accumulation).
Solana MEV is framed as a distribution drawback as a lot as a buying and selling one. Keyrock notes tip-based MEV (validator + Jito suggestions) fell from a peak of 100,000 SOL (about $25 million on the time) to a low of 1,000 SOL (about $139,000), then factors to the Block Assembly Marketplace (BAM) because the mechanism that might reshape the place MEV is captured, away from reflexive tip spikes and towards specific execution pricing set by apps and venues.
Moreover, Keyrock makes use of “shielded ZEC” as a privateness proxy and forecasts shielded deposits rising from 4.9 million to greater than 7 million by end-2026. On Ethereum, it tracks whether or not blobs develop a significant charge ground and predicts a median hourly blob price of a minimum of $0.05 per blob on a full-year foundation.
Payments present up in client kind by way of crypto card spend, with the report forecasting a $500 million month-to-month spend print a minimum of as soon as in 2026. TradFi integration is tracked by way of spot BTC ETF AUM, with Keyrock projecting holdings surpass 2.5 million BTC in 2026 and internet inflows optimistic in a minimum of eight months.
Finally, the stablecoin funding chart anchors on Aave’s USDC variable borrow APY on Ethereum, which it says ranged from 2.4% to 9.8% in 2025. The forward-looking declare is about price stability fairly than degree: a drop in 30-day rolling volatility of USDC borrow APY to a median beneath 0.25 versus roughly 0.40 in 2025—positioned as a prerequisite for longer-duration, institution-style methods.
At press time, the full crypto market cap stood at $3.25 trillion.
