Why Zero Knowledge Proof, Solana, Arbitrum, and Sui Are the 4 Most Strategic Crypto Buys for 2026

Generated by AI AgentPenny McCormerReviewed byAInvest News Editorial Team
Monday, Jan 12, 2026 5:45 pm ET2min read
Aime RobotAime Summary

- 2026 crypto landscape prioritizes blockchain projects solving scalability, privacy, and institutional adoption gaps, with ZKPs,

, Arbitrum, and leading.

- ZKPs enable enterprise-grade privacy (UBS, Quartz) and AI integration, processing 27M+ monthly transactions with $28B+ TVL via protocols like zkSync and GKR.

- Solana dominates high-throughput institutional use cases (43,000 TPS, $2.39B 2025 revenue), while Arbitrum leads

Layer 2 with $1–3B+ TVL and 2x Optimism's scale.

- Sui bridges payments,

(LBTC/tBTC), and institutional partnerships (21Shares, Fireblocks), offering cross-chain interoperability and stablecoin-driven consumer access.

The crypto landscape in 2026 is poised for a seismic shift driven by blockchain infrastructure that balances scalability, privacy, and institutional adoption. As the industry matures, projects that solve real-world bottlenecks-like transaction throughput, data privacy, and cross-chain interoperability-will dominate. Zero Knowledge Proofs (ZKPs),

, , and stand out as the most strategic buys for 2026, each addressing critical gaps in today's blockchain ecosystem. Here's why.

1. Zero Knowledge Proofs (ZKPs): The Privacy-First Infrastructure for Enterprise and AI

ZKPs are no longer niche. In 2025, they became the backbone of scalable, private, and secure blockchain systems. Platforms like zkSync Era and Polygon zkEVM processed over 27 million monthly transactions,

while maintaining Ethereum's security guarantees. Vitalik Buterin's GKR protocol, deployed in 2025, to handle up to 43,000 transactions per second, with over $28 billion in Total Value Locked (TVL) across these systems.

Enterprises are now adopting ZKPs for operational efficiency. UBS, for example,

using ZKPs to maintain confidentiality while complying with regulations. Meanwhile, Quartz KYC reduced identity verification cycles from 10 days to 3 hours using ZKPs, showcasing their potential in regulated industries.

The ZKP project (the token) further solidified its position by

into ecosystem development before its 2025 token presale, including hardware like "Proof Pods" for AI compute tasks. This pre-built infrastructure positions ZKP as a leader in privacy-first AI, a sector expected to boom in 2026.

2. Solana: The High-Throughput Chain for Institutional Adoption

Solana's 2025 roadmap focused on doubling its block space, enabling unprecedented scalability. By the end of the year,

at a rate that outpaced and most Layer 2s, cementing its reputation as a high-performance blockchain. The ecosystem's financial activity also surged, in revenue in 2025.

Institutional adoption is another key driver. Solana's low fees and high throughput make it ideal for DeFi, NFTs, and cross-chain bridges. As macroeconomic trends push for faster, cheaper transactions, Solana's infrastructure-backed by real-world use cases like payments and gaming-positions it as a must-have for 2026.

3. Arbitrum: Ethereum's Scalable Layer 2 with DApp Dominance

Arbitrum One, a leading Ethereum Layer 2,

the TVL of Optimism, its closest competitor. By leveraging Optimistic Rollups, Arbitrum achieved thousands of transactions per second while inheriting Ethereum's security. Major DApps like GMX, Uniswap, and Aave migrated to Arbitrum, .

Arbitrum's success lies in its ability to balance scalability with trustless security. As Ethereum's gas fees remain volatile, Arbitrum's cost-effective model ensures it remains a critical layer for DeFi and Web3 applications. For 2026, its role in bridging Ethereum's scalability gap will only grow.

4. Sui: Payments, Bitcoin Integration, and Institutional Deepening

Sui's 2025 progress was defined by payments innovation and

integration. The platform introduced suiUSDe, a stablecoin backed by Ethena's infrastructure, and . These developments enabled Sui-based payments to enter consumer markets via virtual Mastercards and .

Bitcoin also became a first-class asset on Sui,

like Lombard's LBTC and Threshold's tBTC active by year-end. Institutional participation deepened through , signaling long-term operational buy-in.

Protocol upgrades like Sui Move Prover and Dynamic Fields enhanced security and smart contract flexibility, while

to Sui. These advancements position Sui as a payments-first blockchain with cross-chain interoperability-a rare combination in 2026.

Why These Four? A Portfolio for the Future

ZKPs, Solana, Arbitrum, and Sui each address a unique pain point in blockchain infrastructure:
- ZKPs solve privacy and scalability for enterprises and AI.
- Solana offers unmatched throughput for institutional-grade applications.
- Arbitrum provides Ethereum's security with Layer 2 efficiency.
- Sui bridges payments, Bitcoin, and institutional adoption.

Together, they form a diversified portfolio that future-proofs against macroeconomic shifts and technological bottlenecks. As 2026 unfolds, these projects will likely lead the next wave of blockchain adoption, driven by real-world use cases and infrastructure innovation.