2026-01-03 05:25:07

The crypto circle is once again talking about next year. Many people are asking me how I see the market in 2026, so I might as well organize my recent thoughts today.

Looking back at 2025, Bitcoin rebounded from lows to $90,000. What is the core driver behind this market movement? Regulatory friendliness has increased. Under Trump's policy framework, global sovereign wealth funds have net injected assets in the level of $15 trillion, significantly boosting institutional participation. The new US tax regulations and the EU's MiCA framework have prompted traditional financial institutions that were still on the sidelines to accelerate their布局. Old-established asset managers like Franklin Templeton have already heavily invested in XRP, and this is just the beginning.

So what about 2026? I believe BTC surging to $250,000+ is not just a fantasy.

A very important signal is a breakthrough at the technical level. AI-native infrastructure is about to become popular, and this time it’s not just hype. The maturity of Restaking and shared security mechanisms has redefined efficiency for ecosystems like BNB Chain’s DeFi infrastructure. What kind of sparks can game infrastructure (note, not just gaming tokens) create when combined with AI? Imagine AI NPCs in Web3 games achieving truly self-consistent interactions—this could break the ceiling of user growth.

Additionally, on-chain upgrades for Ethereum and Solana will optimize transaction speed and costs to new heights, which is significant for attracting retail participation. Faster and cheaper means more people can afford to play.

But don’t forget, the market has always been volatile. Bitcoin just pulled back near $90,000, and such times are often opportunities. Instead of betting on a single coin, it’s better to diversify into mainstream assets like ETH and SOL, along with some emerging AI sector tokens. The core logic of crypto investing is to think long-term; don’t treat it as gambling.

What do you think about 2026? Share your ideas!

BTC0.31%

XRP4.52%

BNB-0.3%

ETH0.51%

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DegenRecoveryGroup

· 9h ago

250,000 BTC... That's quite a big dream, but I agree on the AI infrastructure part; it's definitely more than just hype now. If retail investors are still buying at 90,000, let's wait and see—there will be more than one correction. Diversified allocation is fine, but I'm just worried that people might go all-in again later, haha.

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ZenZKPlayer

· 9h ago

$250,000? Dude, did you do the math wrong... BTC doubling more relies on AI NPC self-coherent interactions? Why do I feel like it's still just hype? Wait, do you really believe that the Restaking mechanism can support the next market cycle? It looks more like another optimistic illusion to me. Speaking of which, if institutions are really pouring so much money in, then the SOL I hold and some smaller coins... hmm, I guess I still need to diversify risk, don’t go all in on BTC. Are retail investors entering now just the perfect time to be the bag holder? Feels a bit虚. By 2026, it all depends on whether regulations will continue to be friendly; without that, everything else is pointless. AI gaming is indeed fresh, but can it turn into real money... I have my doubts. But seriously, around 90,000 is indeed a good point to consider deploying, just don’t expect to get rich overnight.

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YieldWhisperer

· 9h ago

okay wait, actually the math doesn't check out here. 15 trillion injected into crypto? let me examine the contract on this claim real quick...

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FrogInTheWell

· 9h ago

$250,000? Not a bad idea, but I'm just worried it might turn into another roller coaster ride. --- AI NPC self-coherent interaction is indeed interesting, but we might have to wait a bit longer for it to be practically implemented. --- You're right, this wave is definitely the rhythm for institutional entry, retail investors need to keep up. --- Diversified layout is correct, but honestly, SOL's current price level feels a bit inflated. --- I just want to know how the MiCA framework will be finally implemented; it still feels uncertain. --- When BTC dips around the 90,000 mark, people start shouting about opportunities. I'm a bit cautious about it. --- The XRP meme is well-used, but I still believe in ETH's future. --- Long-term investing is not wrong, but who among retail investors can really hold on? Haha. --- AI track definitely needs to be aligned, but the problem is, which one isn't just air right now? --- Is the 15 trillion data true? It feels a bit exaggerated.

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BearMarketSurvivor

· 9h ago

BTC can reach 250,000, but how many truly dare to go all-in? I think most will still panic sell during a pullback. 250,000 sounds great, but is this cycle really reliable? We've said the same before. Institutional deployment is a good sign, no doubt, but don't regret it after being wiped out. I'm tired of the AI+Web3 hype; where are the real products that are actually being implemented? Instead of predicting the market, it's better to just hold your positions and survive until next year.

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WagmiAnon

· 9h ago

250,000 BTC? Is this guy drunk? I bet it will crash again in the second half of the year. The SOL ecosystem has really taken off. I should have bought it earlier when I had no money, but now that I have money, I dare not buy. As for the AI NPC self-coherent interaction, I think we still have to wait two more years. Don't be killed by the hype. Institutions are indeed rushing in, but dare you go all-in? I certainly don't dare. I haven't heard about Franklin Templeton's early XRP investment, brother. What's the source? Instead of focusing on the gains, pay attention to who is secretly accumulating. BTC pulling back to 90,000 actually makes me more anxious; it feels like it will drop further. Diversified investment sounds good, but how many people are really willing to do it? Those coins in the AI track seem to be just a scam to harvest retail investors. Before reaching $250,000, let's see if we can hold onto $100,000 first.

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