Many friends ask me: 'Which assets should we specifically buy in 2026?' To be honest, I won’t recommend specific buying and selling points because everyone's risk tolerance and investment cycles are different. However, I can share five high-quality assets that I personally believe in, providing a comprehensive analysis from underlying logic to layout strategy, helping you make more rational investment decisions. These assets cover different tracks, with core assets and potential assets, suitable for different types of investors.
The first asset: Bitcoin (BTC). As the leading asset in the cryptocurrency market, Bitcoin's status remains unshakeable. In 2025, the Trump administration launched the 'Strategic Bitcoin Reserve' plan, promising to increase Bitcoin holdings in a tax-neutral manner, further strengthening Bitcoin's asset attributes. In addition, the popularity of Bitcoin spot ETFs has attracted a significant amount of incremental funds from traditional finance. Personally, I believe Bitcoin will still be one of the most robust investment targets in 2026.
Layout Strategy: For conservative investors, Bitcoin can be treated as a core asset, with a allocation ratio of over 50%, using a regular investment approach to buy and hold long-term. For aggressive investors, additional positions can be added during Bitcoin's pullbacks, and profits can be taken in batches when market sentiment is extremely greedy. It should be noted that while Bitcoin is stable, it is not without risks; changes in the macroeconomic environment and regulatory policies may also impact its price.
Second target: Ethereum (ETH). As the king of ecosystems, Ethereum's bullish logic is very clear. First, the large-scale applications of Layer 2 are continuously advancing, which will significantly improve Ethereum's scalability and reduce Gas fees; second, the narrative of Restaking has brought a new layer of security, further enhancing Ethereum's ecological value; finally, the potential spot ETF expectations will also drive the price of Ethereum up. I personally have high hopes for Ethereum's performance in 2026.
Layout Strategy: Ethereum is suitable for medium to long-term investment, and can adopt a strategy of 'regular investment + swing trading'. When the price of Ethereum is in a healthy range (MVRV 1-2), maintain regular investment; when the price rises above the take-profit line (such as 100%), take profits in batches. In addition, attention can also be paid to Ethereum's Layer 2 ecosystem, allocating some quality Layer 2 projects to share in the dividends of ecosystem development.
Third target: Celestia (TIA). As a representative project of modular blockchains, Celestia focuses on data availability, equivalent to the 'data layer' of a blockchain. As modular architecture becomes a trend in industry development, Celestia's value will gradually become prominent. Currently, many execution layer projects are built on Celestia, and its ecosystem is rapidly developing. I personally believe that Celestia has significant upside potential in 2026.
Layout Strategy: Celestia is a potential asset with relatively high risk, suitable for aggressive investors. A small position can be allocated for long-term holding. Close attention should be paid to its ecosystem development, such as the number of execution layer projects based on Celestia, user numbers, transaction volumes, and other data. If ecosystem development does not meet expectations, timely stop-loss measures should be taken.
Fourth target: Bittensor (TAO). As a leading project in the integration of AI and blockchain, Bittensor has built a decentralized AI computing power network. With the rapid development of artificial intelligence, the demand for computing power is increasing, and Bittensor's value will continue to rise. Currently, Bittensor has attracted a large number of AI developers and investors, and its ecosystem is continuously improving.
Layout Strategy: Bittensor is a high-risk, high-reward asset, suitable for investors with a certain risk tolerance. A small position can be allocated for long-term holding. Attention should be paid to the development of its AI computing power network, such as the number of computing nodes, the real on-chain scale of AI model training and inference demand, and other data. In addition, keep an eye on the development trends of the AI industry; significant changes in the AI sector may also impact Bittensor's price.
Fifth target: Filecoin (FIL). As a representative project in the DePIN sector, Filecoin focuses on decentralized storage. With the explosive growth of data volume, the demand for storage will continue to increase, and Filecoin's value will gradually manifest. Currently, Filecoin has many practical application scenarios, and its ecosystem is continuously developing. I personally believe that Filecoin is poised for explosive growth in 2026.
Layout Strategy: Filecoin is suitable for medium to long-term investment, and can adopt a regular investment approach for purchases. Attention should be paid to the development of its storage ecosystem, such as storage capacity, number of users, actual storage data volume, and other data. In addition, keep an eye on the overall development trends of the DePIN sector; if the DePIN sector experiences a boom, Filecoin will also benefit.
Finally, I remind everyone: the above targets are just my personal views and do not constitute investment advice. Investment carries risks, and one should proceed with caution when entering the market. Before investing, it is essential to conduct due diligence and make investment decisions based on one’s risk tolerance. I will continue to track the dynamics of these targets and share any new developments with everyone as soon as possible. Follow me@链上标哥 , so you won't get lost! I will guide you to position yourself in quality targets for 2026 ahead of time.
