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Oct 29, 2026

Blockchain industry revenue falls to $100 billion as publicly traded firms double market share

Total blockchain industry revenue is projected to decline 28-30% to approximately $100 billion in 2026, down from $140 billion in 2025, according to a report from crypto investment firm 1kx. Publicly traded companies now account for 16% of industry revenue, more than double their 7% share in 2022, while tokenized assets, payments and prediction markets overtook blockchain infrastructure revenue for the first time in Q3 2026.

Oct 29, 2026·5 sources
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Top claims

  • ▪Prediction market transaction fees increased from under $50 million in 2025 to over $1.5 billion in the first half of 2026, led by platforms Kalshi and Polymarket.
  • ▪Publicly traded Bitcoin mining companies earned roughly $2 billion in revenue during the first half of 2026.
  • ▪Centralized exchanges and derivative venues accounted for 42% of total DeFi and financial sector blockchain revenue in 2026, while stablecoin reserve income and yields generated 29%.

Topics

Crypto marketsCryptocurrenciesTokenizationCrypto exchangesDeFiPaymentsOnchain prediction marketsStablecoins