#美国核心物价涨幅不及市场预估 2026 Web3 Market Trend Indicator: End of the Memecoin Era, Rise of the Real Economy
The market's focus is shifting to a key question: where does the money come from? It's not fundraising, not hype, but genuine cash flow. Can users stay? Can demand be sustained? These are the metrics that determine how far a project can go.
Web3 is no longer synonymous with gambling. It is beginning to resemble a truly functioning economic system. Of course, this also means the tests become more brutal—efficiency, compliance, governance—none can be missing.
【DePIN: From Concept to Real Cash】
The data is in front of us. Helium Mobile's DAU is skyrocketing, network usage fees are pouring in continuously, and by the end of 2025, monthly revenue has already jumped to 3.4M+, with an annualized projection possibly surpassing 35M at this rate. Aethir is even more aggressive, with 2025 revenue exceeding 127.8M+, and Q3 annualized revenue (ARR) reaching 166M, driven by real demand for enterprise AI and GPU computing power.
Geodnet, an enterprise-level location data service provider, has an annualized return (ARR) of only 8.3M, but it has surged 315% year-over-year. Even more interesting, they use 80% of their income to buy back and burn tokens.
The logic behind these winning projects is straightforward: positive cash flow + sustained market demand. The result? Institutional capital is flooding into this space.
【AI Agents: Machines Need to Pay Too】
AI agents are evolving into autonomous economic entities. They need to pay, settle, and earn rewards—cryptocurrencies are inherently the payment layer of this system.
The x402 protocol jointly promoted by Coinbase and Cloudflare has already demonstrated this logic: AI agents make micro-payments in USDC in real-time, handling millions of transactions. By 2026, large-scale agent-to-agent transactions will become the norm. Projects like Virtuals and Fetch.ai, where agents hold wallets, settle autonomously, and earn independently, mark the beginning of the machine economy era.
【The Watershed Is Near】
2026 will be brutal. Projects that have established a cash flow loop will dominate this bull market; those relying on stories and subsidies will eventually be forgotten over time.
The evolution path of Web3 is already clear: from a collective gamble to a real productive economic system. $BTC $ETH $SOL these mainstream assets will witness this transformation.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
8 Likes
Reward
8
5
Repost
Share
Comment
0/400
ser_we_are_ngmi
· 9h ago
Wait, Geodnet 315% surge just to burn tokens for themselves? I need to think about that logic... But on the other hand, real cash flow is definitely more effective than just stories.
View OriginalReply0
MetaverseLandlord
· 9h ago
Damn, this is the real truth. Memecoin really should die; cash flow is king.
Are the numbers for Helium and Aethir real? 35M annualized return is so aggressive?
It feels like the DePIN track is really about to take off, much more reliable than projects that just tell stories all day.
Wait, AI agents autonomously making money? That sounds a bit sci-fi, can it really work?
Is it still possible to join DePIN now, brother? Seems like you need to invest a lot of money.
Those story-telling projects probably won't have a good year.
Machine economy sounds awesome, but it also seems risky. Who will guarantee it?
Virtuals and Fetch are the two to watch closely. Are people playing with them?
2026 might be tough for us retail investors, but it’s actually good news—real projects will surface.
Finally, Web3 is starting to look decent. Can we stop calling it a casino?
View OriginalReply0
AirdropATM
· 9h ago
Wait, are the numbers for Helium and Aethir real... feels a bit suspicious
Real cash flow is indeed important, but this theory is discussed every cycle. Is meme really dead?
Geodnet 80% revenue buyback and burn? That's a bold move haha
Agent economy sounds pretty futuristic, but right now it's all just vapor...
I just want to know how many of these projects will still be alive by the end of 2026
View OriginalReply0
SatoshiNotNakamoto
· 9h ago
Real cash flow is the key, those projects sustained by air should be cleared out.
View OriginalReply0
SchroedingerMiner
· 9h ago
Wow, Aethir, is this number real? 127.8M in revenue? Are the machines really starting to spend money on their own?
#美国核心物价涨幅不及市场预估 2026 Web3 Market Trend Indicator: End of the Memecoin Era, Rise of the Real Economy
The market's focus is shifting to a key question: where does the money come from? It's not fundraising, not hype, but genuine cash flow. Can users stay? Can demand be sustained? These are the metrics that determine how far a project can go.
Web3 is no longer synonymous with gambling. It is beginning to resemble a truly functioning economic system. Of course, this also means the tests become more brutal—efficiency, compliance, governance—none can be missing.
【DePIN: From Concept to Real Cash】
The data is in front of us. Helium Mobile's DAU is skyrocketing, network usage fees are pouring in continuously, and by the end of 2025, monthly revenue has already jumped to 3.4M+, with an annualized projection possibly surpassing 35M at this rate. Aethir is even more aggressive, with 2025 revenue exceeding 127.8M+, and Q3 annualized revenue (ARR) reaching 166M, driven by real demand for enterprise AI and GPU computing power.
Geodnet, an enterprise-level location data service provider, has an annualized return (ARR) of only 8.3M, but it has surged 315% year-over-year. Even more interesting, they use 80% of their income to buy back and burn tokens.
The logic behind these winning projects is straightforward: positive cash flow + sustained market demand. The result? Institutional capital is flooding into this space.
【AI Agents: Machines Need to Pay Too】
AI agents are evolving into autonomous economic entities. They need to pay, settle, and earn rewards—cryptocurrencies are inherently the payment layer of this system.
The x402 protocol jointly promoted by Coinbase and Cloudflare has already demonstrated this logic: AI agents make micro-payments in USDC in real-time, handling millions of transactions. By 2026, large-scale agent-to-agent transactions will become the norm. Projects like Virtuals and Fetch.ai, where agents hold wallets, settle autonomously, and earn independently, mark the beginning of the machine economy era.
【The Watershed Is Near】
2026 will be brutal. Projects that have established a cash flow loop will dominate this bull market; those relying on stories and subsidies will eventually be forgotten over time.
The evolution path of Web3 is already clear: from a collective gamble to a real productive economic system. $BTC $ETH $SOL these mainstream assets will witness this transformation.