Some industry investors believe that the cryptocurrency market may usher in a new upward cycle in 2026. From the contract market data, the recent long position volume has significantly rebounded, indicating an improvement in investor sentiment. Although there are bearish voices in the market, on-chain data and capital flows suggest that these pessimistic expectations may be somewhat exaggerated.

Looking ahead to the first quarter of this year, mainstream cryptocurrencies such as BTC and ETH may have short-term rebound opportunities. Among them, BTC, as a market barometer, remains a key asset to hold; the ecosystem applications of ETH and BNB are continuously expanding, gradually reflecting their long-term value; although BCH has a smaller volume, it also has sustainability in specific scenarios. Based on this judgment, many institutional investors are increasing their positions at the right time to prepare for the next cycle.