The turning point of the Kondratiev wave is approaching, and 2026 may be a key period for strategic positioning in the crypto market. The Federal Reserve's policy stance and changes in the trade environment are quietly rewriting the logic of asset allocation.

The comparison between Bitcoin and gold has never stopped, but the trend is changing this year. The widespread rise of privacy coin ecosystems and increased activity on the Ethereum network—what do these signals indicate? It’s not just short-term speculation.

Against the backdrop of rising expectations for rate cuts, the frequent adjustments to the Federal Reserve's repurchase agreement plans are subtly loosening liquidity. Historical data shows that similar cycles are often accompanied by reallocation of capital across different asset classes. As a highly liquid asset pool, the crypto market is often the first to anticipate and absorb these shifts.

2026 is marked by many analysts as a significant milestone for the Ethereum ecosystem, based on development progress, ecosystem expansion, and macroeconomic conditions. If you’re still on the sidelines, the timing may be tighter than you think. The window of opportunity won’t stay open indefinitely, and the market’s biggest fear is hesitation.