Beniamin Mincu |🇺🇸/acc@beniaminmincu
A few raw showerthoughts on MvX/EGLD in 2026
(i.e. things that can 10x/100x EGLD value creation & accrual)
First. Less is more. We intend to be significantly more aggressive and intentional in saying no. 99 of no's every single day, make a big yes truly possible. This is hard to grasp at first, but rapidly compounds once put in action. This is how we enter 2026.
Second. Speed, action, agency and directional alignment matter 100x more in the age of AI. We are prioritizing launching fast. Iterating on a few ideas, bringing them to life, and putting them in the hands of users. Letting users be our thermostat for what's needed, loved and valued. Ideally, I would want us to end the year with one cool milestone launched every quarter. But maybe there is a good possibility to push that limit to one cool milestone every month. Or maybe even faster.
Third. A few (very few) major directional milestones for 2026:
(a) Supernova - this is without a doubt the biggest milestone for the network. A complete reinvention, to put MvX at the very frontier of speed, scalability, and UX. Delivering this, taking it across the line, will be like giving birth to a new chapter for the network. This is our number one priority for the year. Why? Because this changes everything for the network. Capabilities, competitive edge, monetization potential, added value for users, builders and investors. Supernova, makes Mvx once again, objectively, one of the most advanced and competitive networks in the world. For speed, scalability UX (and decentralization/censorship resistance).
(b) Zero knowledge privacy - ZK primitives embedded at protocol level in MvX adds a completely new dimension. Privacy is a foundational necessity for users, and society. ZK is the means to make this a reality. Private EGLD transactions and private smart contract interactions open a completely new set of possibilities for a network that is instantaneous, and remarkable in UX. A money that is uncensorable, private, and programmable, is a money that has substantial expected value. Making this set of properties a viable network reality, marks a material uptick in the value of EGLD itself.
(c) A major focus shift on the app layer - we are moving toward a few, monetizable, and enshrined finance primitives that can generate and accrue material value for EGLD. The big lie shared by many across the crypto space is that you need hundreds of apps, and tens of thousands of builders to succeed big with a network. But the hard and refreshing truth is that you only need *one app* that users truly love, use, and pay for, to break through the ocean of irrelevance and take the network to a new level of attention and adoption. Now, just pause, and think about that for a second. (!) Drastically compressing the application surface space initially, to develop a niche monopoly first, is a rather contrarian bet that can make all the difference. But the immediate and compounding gains in focus, speed, and efficiency could become a surprising turning point. What are those primitives, how do we create or get to them, how do we align and move lightning-fast? This is some good food for thought, that is the subject for an entirely separate post.
(d) AI built into everything - AI has been eating software for a few decades now. But the rate of change at which it happened in 2024 / 2025, and will continue to accelerate in front of our eyes in 2026, will be astounding. I’ve been stating a variation of this for the last 2-3 years now, and we’ve indeed had a number of AI SDKs, AI services and AI applications launched on this front during the last 2 years. 2026, will feel like AI is being gradually merged into everything we are doing. The effects of that will be a 10x-100x improvement in builder market expansion, a 10x-100x improvement in number ideas brought to life, a 10x-100x improvement in time to value (more effective reframing of time to market). Applying AI to lower barriers to entry and increase distribution speed, bring ideas to life drastically faster, and generate more and faster value with them; that is what 2026 and the next years will feel like.
The times are changing. While markets have been especially challenging for everything crypto related, I believe (a) Supernova will mark a new chapter with dramatic shift in UX and performance for the network, (b) privacy embedded at protocol level will open a new set of use cases for users and builders, (c) a few enshrined, monetizable and EGLD aligned primitives will give a new breath of fresh air and focus to the network and ecosystem, (d) AI embedded at every level of the experience, starting with the builder level, will unlock a vastly larger builder market, accelerate number of ideas brought to life, and improve time to value and monetization on them. Executing and shipping to bring these ideas to life, is where we'll spend the year.
It’s 2026. We can just build things. With focus, speed, and intention.
Making them truly accessible and relevant far beyond crypto, to the rest of the world around us.
Supernova!