One of crypto's most visible voices just outlined his altcoin plays heading into 2026—and the picks are telling. Solana and Avalanche made the cut, but there's a twist: he's also circling back to a token that didn't pan out as expected last year.

What's driving these moves? For Solana, the narrative centers on network velocity and developer momentum. The ecosystem's been delivering consistent upgrades, and the DeFi activity numbers back up the thesis. Avalanche, meanwhile, offers subnet flexibility and cross-chain positioning that looks increasingly relevant as fragmentation becomes the norm in blockchain infrastructure.

The real story though? Revisiting that miscall from 2024. Rather than doubling down on the same narrative, he's examining what changed—was it execution lag? Market timing? Actual fundamental shifts? This kind of recalibration matters more than blind conviction.

It's a reminder that altcoin positioning isn't about picking winners in a vacuum. It's about reading the flow: where builders are actually shipping code, where liquidity's consolidating, and crucially, where last year's assumptions no longer hold water.