Who will be the most profitable asset in 2026? A group discussion note
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**Core Question** In 2026, which assets offer the best risk-reward ratio?
Many people focus on short-term market trends and hot topics, but let's look at it from a different angle: what are the truly valuable things?
**Two Evaluation Dimensions**
**1. How fast is the fundamental growth?** It's not about short-term ups and downs, but the slope of growth. What changes will occur in the economic structure in 2026? Which sectors are experiencing accelerated fundamentals? These are the foundations supporting asset value.
**2. Can the trend reverse the game rules?** AI-driven economic restructuring is no longer a future concept but an ongoing process. Which asset classes will be completely transformed due to this structural improvement? For example, computing power demand, energy supply, new infrastructure—these sectors' game rules are being rewritten.
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In short, it's about finding assets with rapidly improving fundamentals that align with the major trends of 2026. It's not about luck, but about structural bets.
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StealthDeployer
· 12h ago
Got it, still the same approach—look at fundamentals, trends, and structure. Sounds good, but the key is whether you can buy the dip.
AI computing power does have some potential, but can the energy supply really keep up?
Bet on structure, not luck? Bro, sometimes luck is just about structure.
2026 is still far away. Instead of talking about that, it's better to look at opportunities for next year.
Another set of discussion notes, it feels like everyone is repeating the same logic.
As computing power demand surges, the question is who can get a slice of this cake.
Betting on structure is indeed more rational than chasing hot topics, but execution still depends on information asymmetry.
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CexIsBad
· 12h ago
I've already gone all in on computing power and energy, just waiting to see the returns in 2026. This fundamental logic is indeed reliable and much better than chasing hot topics.
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SatoshiNotNakamoto
· 12h ago
Computing power and energy are indeed areas to focus on; the AI wave has just begun.
Betting on structure rather than luck—there's nothing wrong with that statement. The question is how to accurately identify that structure.
Having a fast fundamental growth rate—what's the use if the market still hasn't assigned a valuation?
2026? Feels like we should wait a bit longer; let's see how this year's AI story unfolds.
Will energy supply really become a bottleneck? It seems this has been exaggerated.
This kind of analytical framework is good, but with too many options, practical implementation still involves betting.
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BanklessAtHeart
· 12h ago
Computing power really needs to be monitored closely; the AI wave hasn't reached its peak yet.
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Fundamental growth rate? To put it nicely, it's just a gamble on who can survive until 2026.
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Energy supply is the real bottleneck; no matter how powerful the computing power, it's useless without electricity.
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Instead of researching this, it's better to go all in on GPU-related concepts—simple and straightforward.
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Is the game rule being rewritten? Wake up, brother, rules are always set by the wealthy.
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We're tired of hearing the term "new infrastructure"; it's the same as last year at this time.
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Betting on structure, not luck—that's what I like to hear, but I don't know who can see it clearly.
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Hardware supply chains are the real hidden gate; no one is paying attention.
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NFTDreamer
· 12h ago
I'm optimistic about computing power and energy, but to be honest, the cost of Bitcoin mining is skyrocketing, so we need to look for more efficient targets.
Those still chasing hot topics in 2026 are probably going to get chopped, as structural opportunities are the real way to go.
Fast growth in fundamentals is useful, but the key is whether you can坚持hold on... that's the real challenge.
Betting on structure sounds simple, but in practice, it's all a battle of mentality. I just want to know who can stay confident when the price drops 50%.
AI concepts are everywhere, but there are only a few assets that can actually land and generate cash flow.
In the short term, chasing hot topics can easily lead to pitfalls, but the things that can rise in the long run are often the most boring...
The new infrastructure sector has a lot of imagination space, but valuations have already been driven sky-high.
To put it nicely, it's betting on structure; frankly, it's just selective belief.
This note's logic is solid, but I'm just worried that during execution, emotions might take over again.
Who will be the most profitable asset in 2026? A group discussion note
---
**Core Question**
In 2026, which assets offer the best risk-reward ratio?
Many people focus on short-term market trends and hot topics, but let's look at it from a different angle: what are the truly valuable things?
**Two Evaluation Dimensions**
**1. How fast is the fundamental growth?**
It's not about short-term ups and downs, but the slope of growth. What changes will occur in the economic structure in 2026? Which sectors are experiencing accelerated fundamentals? These are the foundations supporting asset value.
**2. Can the trend reverse the game rules?**
AI-driven economic restructuring is no longer a future concept but an ongoing process. Which asset classes will be completely transformed due to this structural improvement? For example, computing power demand, energy supply, new infrastructure—these sectors' game rules are being rewritten.
---
In short, it's about finding assets with rapidly improving fundamentals that align with the major trends of 2026. It's not about luck, but about structural bets.