NEW
The Franklin Opportunity Report 2026
Five themes that could shape the intelligence economy, why each one matters now, and which Franklin basket model follows it. Written by the research desk and open to everyone.
Follow Today The Themes That Build Tomorrow
Get the next edition
The report is published on this page. Leave your email to hear when it is updated.
THEME 01
Compute & Inference
The cost of running a model keeps falling while demand for tokens processed keeps rising. Routing and pricing that demand is a new market.
- Inference demand compounds as costs fall
- Compute marketplaces route supply to demand
- Power and cooling set the real ceiling
Follow The Theme
THEME 02
Autonomous Agents
Software agents are starting to hold accounts, pay for services and complete tasks end to end. They need rails built for machines.
- Agents need wallets and spending rules
- Machine payments settle on-chain
- Reputation becomes a scarce asset
THEME 03
Robotics & Energy
Intelligence is moving into the physical world through vehicles, arms and drones, and it is pulling power demand up with it.
- Autonomous mobility scales city by city
- Robot data improves every machine at once
- Storage and generation follow compute
THEME 04
Computational Biology
Models that read and design molecules are compressing research timelines, and new networks are funding open science on-chain.
- Protein design moves into production
- Sequencing costs keep falling
- Research funding goes on-chain
THEME 05
On-Chain Finance
Tokenized equities, stable settlement and transparent reserves are making finance programmable, and Robinhood Chain sits in the middle of it.
- Tokenized equity exposure moves on-chain
- Stable settlement for machines and people
- Reserves anyone can verify
The Opportunity Report is research and opinion. Themes may not play out, baskets may never launch, and nothing here is investment advice or an offer of any product. $FRANKLINETF is a crypto token, not a registered fund.