Real Yield Projects will outperform throughout Q4 and 2026.
As QT ends and the Fed's balance sheet begins to grow, the M2 money supply should expand further.
You should expect to see Real Yield protocols come back in focus as cash loses its value and people are hungry for yield.
Some projects you should be watching while no one is:
1. Perp DEXs
- Hyperliquid (Buybacks)
- EdgeX (No token yet, but fee generation is encouraging)
2. DeFi Protocols
- Pharaoh DEX ( 100% of Rev goes to governance holders)
- Sky (Token Buybacks + Staking rewards for Sky stakers)
- Pendle (80% of rev distributed to vePendle)
3. RWA Projects w/Inflation resistant businesses
- Re (Yields on Reinsurance contracts)
- Paxos (Tokenization of Commodities)
- Theo (U.S Treasury Bills)
- Maple
*Not included*
But if Prediction Markets launch tokens with decent tokenomics, these would be cash cows and should outperform in this environment.
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