🔵 Goals for next year: BTC $200,000, ETH $8,000, SOL $800. Not because of hype, but because of structure.
🔵 The year 2026 looks like the start of a real institutional phase. Crypto stops living by a pure 4-year cycle and begins to behave like a macro asset class. Capital flows in not in waves of emotion, but through systematic distribution.
🔵 BTC and ETH are increasingly viewed as scarce digital money. Against the backdrop of rising national debt and fiscal pressure, the demand for such assets is becoming structural rather than speculative.
🔵 Regulation is transforming from a threat into a catalyst. In the U.S., the passage of a law on the structure of the crypto market is expected, which opens doors for large institutions. The main risk here is if regulation gets delayed again.
🔵 Institutional money is still in the early stages. Less than 1% of U.S. financial advisors' capital is in crypto, while spot ETFs have already absorbed tens of billions.
🔵 Stablecoins are becoming the foundational financial infrastructure. Payments, derivatives, and corporate balances are moving on-chain. This is one of the strongest signals of real adoption and support for L1 and DeFi.
🔵 Stocks, bonds, and funds are beginning to migrate to blockchain. The base is still small, but the potential is huge. Ethereum, Solana, BNB, and oracle solutions are winning.
🔵 Privacy is returning as a significant narrative. Institutions need financial confidentiality, and private solutions are starting to develop alongside compliance, rather than against it.
🔵 AI centralization is creating demand for crypto primitives. On-chain identity, payments, and IP are becoming critical. Blockchain is turning into a coordination layer for the AI economy.
🔵 In DeFi, credit, lending, and derivatives are becoming growth drivers, and on-chain volumes are approaching CEX.
2026 is a positioning cycle: underlying assets, infrastructure, and real cash flows are more important than anything else.
