US ABOUT TO PUMP MASSIVE TAX REFUNDS 🇺🇸 US Treasury reveals "huge" tax refund plan for early 2026 thanks to OBBBA: • $100–150 billion paid out in Q1/2026 • Each household gets extra ~$1,000–2,000 • Economy forecast to boom in Q1–Q2 Real money flowing straight to people's pockets, no intermediaries! Consequences: Spending surges, upbeat sentiment, cash ready to pour into risk assets. Market message: Liquidity is returning – money in pockets will sooner or later get invested! 👀 #TaxRefund #OBBBA #EconomyBoost
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Pantera Capital: Winners & Losers Looking Into 2026 Winners • Stablecoins: Explosive growth in 2025, dominated by USDC & USDT • Prediction Markets: Volumes surged, with Polymarket leading the sector • Base: Became the top Ethereum L2 by TVL and users Losers • Most Binance-listed tokens sold off heavily post-listing • Restaking: Product pivots, failed expectations • DePIN: High costs, slow adoption • Gaming: Investment value down ~96%, few real successes Pantera View • Bearish: CEX tokens (e.g. Coinbase, Kraken) due to unclear utility • Bullish: Prediction Markets — rising volume + strong integration potential ahead of major events (midterms, World Cup 2026)
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if you're here, you're based and early
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