#数字资产行情上升 Will the crypto market change in 2026? After reviewing the latest institutional research reports, I found that the logic has completely shifted—the four-year cycle theory may be outdated, replaced by a wave of tokenization driven by big capital.
Without further ado, here are three common directions that retail investors can participate in:
**Stablecoin Ecosystem Will Explode** Supply may surpass the $420 billion mark. Cross-border payments and new banking models are the real growth areas. Keep an eye on which projects will be the first to implement practical applications.
**RWA Is the Main Course** Expanding from the money market to equity assets, on-chain scale is expected to double from now to $80 billion. When banks truly enter the space, it will be time for valuation re-pricing.
**Altcoin Segmentation Will Intensify** SOL is favored by institutions for its fast transaction speed, SUI’s undervalued attributes are being re-recognized, and LINK’s position as a data backbone for RWA remains solid—these are the targets big funds are focusing on.
**Data Here**
Bitcoin’s target price is $150,000 in 2026, aiming for $200,000 in 2027. The bottom may be seen in Q4 2025 at around $80,000. Crypto investment products have already absorbed $87 billion, and institutions continue to pour money in. Although the market has been volatile over the past month, daily trading volume remains above $8 billion, indicating liquidity resilience.
**My Strategy** Gradually build positions in $BTC and $ETH as bottom assets, with small allocations to RWA and high-liquidity Altcoins. Avoid small coins without solid fundamentals—there’s nearly a 90% chance they will be eliminated.
DYOR is always fundamental. Which track do you favor most in 2026? RWA ecosystem, stablecoin application deployment, or other directions? See you in the comments.
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NervousFingers
· 22h ago
Bro, this analysis is pretty interesting, but I still have some doubts about the stablecoins... Can it really break through 420 billion?
RWA doubling to 80 billion sounds great, but will banks really enter the market honestly? Seems like we’ll have to wait and see.
SOL is hot right now, but I’m just worried institutions might cash out... That would be really scary.
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LiquidationAlert
· 01-10 05:26
I'm optimistic about stablecoins, but the figure of $420 billion feels a bit optimistic. Banks still need to get involved, and cross-border payments are still a long way off.
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GmGnSleeper
· 01-08 05:30
Bro, how come I feel like I've heard this logic a hundred times before? Every year they say things are going to change, but it's still the same old faces taking profits.
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PrivateKeyParanoia
· 01-08 05:28
Another big dreamer of the big pie, is the RWA doubling to 80 billion real? When will the banks step in, in the Year of the Monkey?
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SolidityNewbie
· 01-08 05:24
I'm optimistic about stablecoins, but RWA really depends on banks taking action. Entering too early now could easily lead to being stuck.
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ForkMonger
· 01-08 05:17
lol governance theater is the only real play here, everything else is just capital signaling... who's actually building protocol resilience anyway
Reply0
ChainSherlockGirl
· 01-08 05:10
Wait, will RWA double to 80 billion and that's it? Can that amount of institutional money really support this market, or are they just going to cut new leeks again?
View OriginalReply0
MetadataExplorer
· 01-08 05:07
Hmm... RWA this time is indeed institutions playing chess, but the stablecoin part feels a bit overhyped.
View OriginalReply0
MetaMaskVictim
· 01-08 05:03
Stablecoins indeed have potential, but the figure of 420 billion seems a bit optimistic... It depends on how many can actually be implemented.
I believe RWA doubling to 80 billion, bank involvement is highly likely, and by then LINK should also see a boost.
I'm just worried it will turn into another retail investor exit scam; institutions have already jumped on board.
#数字资产行情上升 Will the crypto market change in 2026? After reviewing the latest institutional research reports, I found that the logic has completely shifted—the four-year cycle theory may be outdated, replaced by a wave of tokenization driven by big capital.
Without further ado, here are three common directions that retail investors can participate in:
**Stablecoin Ecosystem Will Explode**
Supply may surpass the $420 billion mark. Cross-border payments and new banking models are the real growth areas. Keep an eye on which projects will be the first to implement practical applications.
**RWA Is the Main Course**
Expanding from the money market to equity assets, on-chain scale is expected to double from now to $80 billion. When banks truly enter the space, it will be time for valuation re-pricing.
**Altcoin Segmentation Will Intensify**
SOL is favored by institutions for its fast transaction speed, SUI’s undervalued attributes are being re-recognized, and LINK’s position as a data backbone for RWA remains solid—these are the targets big funds are focusing on.
**Data Here**
Bitcoin’s target price is $150,000 in 2026, aiming for $200,000 in 2027. The bottom may be seen in Q4 2025 at around $80,000. Crypto investment products have already absorbed $87 billion, and institutions continue to pour money in. Although the market has been volatile over the past month, daily trading volume remains above $8 billion, indicating liquidity resilience.
**My Strategy**
Gradually build positions in $BTC and $ETH as bottom assets, with small allocations to RWA and high-liquidity Altcoins. Avoid small coins without solid fundamentals—there’s nearly a 90% chance they will be eliminated.
DYOR is always fundamental. Which track do you favor most in 2026? RWA ecosystem, stablecoin application deployment, or other directions? See you in the comments.