Messari Warns Layer-1s Will Keep Losing Ground To Bitcoin In 2026
Bitcoin $BTC is expected to further entrench its role as the dominant form of cryptomoney in 2026, while most alternative Layer-1 assets continue to lose market share and monetary relevance, according to Messari.
In its 2026 outlook, Messari argues that crypto markets are entering a phase defined less by speculative cycles and more by monetary credibility.
Bitcoin Will Be Driven By Macro Forces
As Bitcoin becomes increasingly treated as a macro asset, the firm says traditional crypto-native frameworks, including the four-year halving cycle, are losing explanatory power.
Instead, Bitcoin’s trajectory is expected to be shaped by broader macroeconomic forces and its growing role within institutional portfolios and government balance sheets.
“What we are confident in, however, is BTC’s long-term monetary trajectory,” Messari wrote, adding that Bitcoin is expected to continue appreciating “in monetary terms, against both USD and gold” over longer time horizons.
Layer-1's face Loss Of Relevance
The report presents a stark outlook for alternative Layer-1 tokens heading into 2026.
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