#美股2026预测

In 2026, the correlation between U.S. stocks and crypto assets will be unprecedentedly close. If U.S. stocks continue their trend of reaching new highs, a large amount of capital may flow into the crypto market through compliant channels, with stablecoins and RWA (real-world assets) becoming key bridges.

In the current macro environment, a shift in Federal Reserve policy could serve as a common catalyst for both markets. $BTC , as digital gold, may lead a new wave of institutional allocation if it breaks through previous highs; $ETH , buoyed by expectations of spot ETFs and the explosion of Layer 2 ecosystems, could show strong performance again; $SOL and high-performance public chains like $AVAX will see their valuations reshaped as DeFi, gaming, and other scenarios deepen.

One must be cautious of black swan risks: global regulatory divergence may trigger phase-based market fluctuations. It is advisable to pay attention to the stock prices of crypto-related companies like Coinbase and MicroStrategy, as their trends often reflect capital sentiment in advance.