(The World Ahead 2026) Cover x Crypto Market - BitAtlant Perspective
1. Geopolitics and the dollar
• The cover filled with tanks, missiles, warships, and other elements indicates that global conflicts and militarization will remain high in the coming years. Government debt and monetary easing are difficult to exit quickly.
• IMF data shows that the dollar's share in global foreign exchange reserves is slowly declining. Central banks around the world are buying more gold and diversifying their reserve structures. Although 'de-dollarization' will not happen overnight, a multipolar currency system trend has already formed.
• Compared to Bitcoin and high-quality PoW assets, this is a long-term positive. Independent, scarce, and non-inflatable assets are more popular in this environment.
2. War and risk environment
• The war imagery on the cover suggests that the world will remain in a state of 'low-intensity conflict' and high military spending for a long time.
• In this environment, the market often follows a cycle of 'panic, followed by liquidity injection, and then a rise in risk assets.' The significant drop in the crypto market often coincides with geopolitical shocks, and is quickly bought back during emotional recovery.
3. Artificial Intelligence
• Images of robots, devices, etc., remind us that AI is becoming infrastructure.
• Governments and large tech companies are investing huge amounts of money into models, data centers, and chips, creating demand for blockchain projects dealing with data, computing power, and identity.
• Only projects that truly provide computing power, storage, or data services for AI have medium to long-term potential; pure 'AI concepts' need to be approached with caution.
Top 10 Proof of Work (PoW) tokens (no ranking, for reference only)
1. Bitcoin BTC
2. Bitcoin Cash BCH
3. Litecoin LTC
4. Ethereum Classic ETC
5. Dogecoin DOGE
6. Kaspa KAS
7. Monero XMR
8. Zcash ZEC
9. Ravencoin RVN
10. Kadena KDA
Top 10 AI-related tokens
1. Bittensor TAO
2. Render RNDR
3. Fetch.ai / ASI FET
4. SingularityNET / ASI AGIX
5. Ocean Protocol / ASI OCEAN
6. Akash Network AKT
7. Worldcoin WLD
8. Arkham ARKM
9. AIOZ Network AIOZ
10. Injective INJ
Top 5 healthcare-focused tokens
1. MediBloc MED
2. Solve.Care SOLVE
3. Medicalchain MTN
4. Patientory PTOY
5. Dentacoin DCN
These projects are generally smaller in scale, with high volatility and risk, more suitable for thematic rotation and sentiment indicators, not a 'must-rise list.'
Overall judgment
• The world is moving towards a combination of 'more conflicts, more technology, and higher debt.'
• In this environment, three crypto sectors are worth closely tracking.
1) PoW assets as 'digital commodities' and long-term collateral.
2) AI tokens as a higher multiplier for AI-themed speculation.
3) Medical and data projects betting on aging populations and medical digitization.
The above content is not investment advice, just an overview of several major narrative directions for tracking and trading during the cycle.
