2025-12-30 00:45:19

I heard that some investment institutions analyze the market like this: Meme coins and those NFT projects with high FDV and low circulation might really cool down after this wave of market activity.

They predict that by 2026, the total number of tokens issued in the industry will significantly decline, and investors' focus will shift more towards mainstream assets like BTC and ETH. What's even more interesting is that institutional funds will no longer invest aimlessly but will start to carefully evaluate whether projects have genuine value capture mechanisms, especially in the DeFi sector.

What does this mean? Projects supported solely by hype and stories may find it harder to survive, but those with practical applications and the ability to generate real revenue in DeFi protocols will attract more institutional investment. In simple terms, the industry is moving towards a more rational and professional direction.

BTC1,86%

ETH1,29%

MEME9,84%

DEFI1,02%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

23 Likes

Reward
23
9
Repost
Share

Comment

0/400

WenMoon42

· 01-01 16:22

Ha, you're starting to tell stories again. This time, it's the institutions' turn to talk. --- I'm not surprised that meme coins are cooling off, but honestly, who believes these predictions? --- Wait, the real value capture mechanism? I've been looking at that DeFi stuff for a year and still don't understand how to make money. --- Institutions throwing money in? Isn't that just another way to cut the leeks? --- 2026? It's 2025 now. Talking like that is not cool. --- Sounds nice, but it's actually just trying to scare retail investors away and take over. Old tricks. --- Interesting. If things develop like that, I might need to take another look at the Ethereum ecosystem. --- I agree that projects relying on hype are doomed, but BTC and ETH are also worth speculating on. --- Value capture? Uh, isn't yield farming exactly that? Why wait until 2026? --- Just listen. This kind of analysis is useless.

View OriginalReply0

0xInsomnia

· 01-01 10:40

Institutions' analysis sounds quite accurate, but has it really been implemented? Anyway, I still see a bunch of trash coins flying around. Wait, if that's the case, how long can those purely hype-driven memes survive? My bag... The nice way to put it is "more rational," but actually, retail investors are probably about to be wiped out. There are very few genuine yields in DeFi, don't fool yourself, brother. Who knows what will happen in 2026, and next year’s crypto scene is hard to predict. When institutions get serious, it becomes even more terrifying. Do they come in just to keep us alive?

View OriginalReply0

SatoshiNotNakamoto

· 2025-12-31 14:52

It's the same old story... When institutions wake up, retail investors are left to take the fall. --- Meme coins definitely need a wash, but honestly, who believes that institutions really look into value capture mechanisms? It's just follow-the-trend speculation. --- Will the number of tokens decrease by 2026? Feels like an excuse to justify their low buy and sell points. --- It's called "rational development," but isn't it just institutions finishing one round of profit-taking and starting a new one? --- DeFi really generates returns? I think it depends on who does better marketing. --- Wait, those low-circulation NFT projects are still being dumped on? Have they already been turned into leeks? --- Institutions are starting to "take it seriously," which means they never really did before. Were our previous choices correct... --- Focusing on BTC and ETH is indeed right, but it feels like another wave of "mainstream narrative" promotion is coming. --- So everyone still playing with meme coins are just bagholders? A bit timid.

View OriginalReply0

FlashLoanLord

· 2025-12-30 01:14

Wake up, someone is saying to be rational again. Can we believe it this time? --- Is meme coin really dead? But this kind of rhetoric happens every cycle... --- Sounds good, but institutions are just following the trend. Now they’re hyping DeFi, next year it’ll be something else. --- 2026, huh? Can I still buy the dip now? --- High FDV projects are cooling off, my Bag is about to be finished, right... --- Finally someone dares to tell the truth. This round really depends on fundamentals. --- Laughing to death, institutions seriously look at value, but I always feel their "value" is still just hype. --- So now, is it just about holding BTC and ETH? --- Are DeFi yields real? I don’t even dare to touch these yields now. --- It’s always "developing towards rationality," I’ve heard this so many times my ears are getting calloused.

View OriginalReply0

RetailTherapist

· 2025-12-30 01:13

Haha, institutions are only now starting to look at the fundamentals? You're late, buddy. That's right, Meme coins should have cooled off a long time ago. Watching the FOMO of the newbies in the group over those crappy projects every day is really getting tiring. Is there real value or is it just another washout? Let's see in 2026. Anyway, I don't believe in this batch.

View OriginalReply0

OPsychology

· 2025-12-30 01:11

Institutions are starting to identify them, now those projects that rely solely on storytelling will be panicking.

View OriginalReply0

SwapWhisperer

· 2025-12-30 01:01

Are institutions starting to pick projects? What about my Meme coins haha The industry shakeout should have come long ago, a bunch of worthless projects need to die It's still early until 2026, who knows what will happen, anyway I’m still dollar-cost averaging into BTC Does this analysis sound like it's just giving a thumbs-up to your holdings? Real value capture mechanisms? Most projects don't have any at all A cooling-off period is good, to clear out the trash projects. DeFi is the future Projects with real applications should indeed be more valuable, but right now it's just a bubble Institutions are getting serious, retail investors better be careful There are several more waves of market trends before 2026, don’t rush to be pessimistic That’s what they say, but in the end, it’s still traffic and popularity that matter

View OriginalReply0

SerNgmi

· 2025-12-30 00:58

Damn, are you still badmouthing Meme coins? If this wave really cools down, I would have been liquidated long ago, haha. I'm convinced that institutions are accumulating DeFi, but to be honest, who knows what will happen in 2026? Anyway, I'm still fighting now. Projects with real yield are indeed attractive, but don't overestimate the rationality of institutions... in the end, they are just following the trend.

View OriginalReply0