Based on the analysis of market trends in 2025 and a comprehensive assessment of the 2026 market, my main investment in 2026 will be platform token GT. The remaining funds will focus on the following areas:
1. Focus on macro demand and regulation-driven assets
Bitcoin and Ethereum: As the largest market cap and most liquid cryptocurrencies, Bitcoin and Ethereum may continue to benefit from fiat currency devaluation risks and institutional allocation needs due to their scarcity, transparency, and anti-inflation properties. Allocate a significant portion of funds for long-term holding as the cornerstone of the crypto portfolio. Privacy coins (e.g., ZEC): With increased regulation and rising user demand for privacy, privacy-protecting cryptocurrencies (such as Zcash) may become tools to hedge against surveillance risks, investing appropriately.
2. Layout of stablecoins and asset tokenization tracks
Stablecoin-related assets: The "Genius Act" promotes stablecoins as part of the US monetary policy system. Blockchains supporting stablecoin trading such as ETH, TRX, BNB, and infrastructure assets like Chainlink may benefit from increased stablecoin trading volume. Asset tokenization projects: Although currently small in scale, with clearer regulation and growing market demand, tokenized assets (such as real estate, bonds, etc.) could experience explosive growth. Focus on blockchains supporting asset tokenization like Ethereum, Solana, and related protocols and platforms.
3. Betting on AI and blockchain integration
Decentralized AI infrastructure: The rise of AI agents drives demand for blockchain privacy, settlement, and data storage. Focus on projects like Bittensor, World, Story Protocol, and stablecoins supporting AI micro-payments (e.g., X402). DeFi lending and derivatives: Platforms like Aave, Morpho, and perpetual futures exchanges like HyperLiquid may become the preferred on-chain trading venues for institutions and users, due to the development of stablecoins and asset tokenization, offering high liquidity and yield potential.
4. High-fee revenue blockchains: TRX, SOL, BNB, and other blockchains with high transaction fees and active ecosystems may attract institutional investors. Gains can be achieved by holding their native tokens or participating in DeFi applications. Staking and liquid staking services: Staking rewards on proof-of-stake (PoS) blockchains like Ethereum and Solana may attract investors. Use protocols like Lido, Jito, or participate in crypto ETFs to balance yield and liquidity.
With sufficient funds, appropriately layout the above to aim for a stable future!
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Based on the analysis of market trends in 2025 and a comprehensive assessment of the 2026 market, my main investment in 2026 will be platform token GT. The remaining funds will focus on the following areas:
1. Focus on macro demand and regulation-driven assets
Bitcoin and Ethereum: As the largest market cap and most liquid cryptocurrencies, Bitcoin and Ethereum may continue to benefit from fiat currency devaluation risks and institutional allocation needs due to their scarcity, transparency, and anti-inflation properties. Allocate a significant portion of funds for long-term holding as the cornerstone of the crypto portfolio.
Privacy coins (e.g., ZEC): With increased regulation and rising user demand for privacy, privacy-protecting cryptocurrencies (such as Zcash) may become tools to hedge against surveillance risks, investing appropriately.
2. Layout of stablecoins and asset tokenization tracks
Stablecoin-related assets: The "Genius Act" promotes stablecoins as part of the US monetary policy system. Blockchains supporting stablecoin trading such as ETH, TRX, BNB, and infrastructure assets like Chainlink may benefit from increased stablecoin trading volume.
Asset tokenization projects: Although currently small in scale, with clearer regulation and growing market demand, tokenized assets (such as real estate, bonds, etc.) could experience explosive growth. Focus on blockchains supporting asset tokenization like Ethereum, Solana, and related protocols and platforms.
3. Betting on AI and blockchain integration
Decentralized AI infrastructure: The rise of AI agents drives demand for blockchain privacy, settlement, and data storage. Focus on projects like Bittensor, World, Story Protocol, and stablecoins supporting AI micro-payments (e.g., X402).
DeFi lending and derivatives: Platforms like Aave, Morpho, and perpetual futures exchanges like HyperLiquid may become the preferred on-chain trading venues for institutions and users, due to the development of stablecoins and asset tokenization, offering high liquidity and yield potential.
4. High-fee revenue blockchains: TRX, SOL, BNB, and other blockchains with high transaction fees and active ecosystems may attract institutional investors. Gains can be achieved by holding their native tokens or participating in DeFi applications.
Staking and liquid staking services: Staking rewards on proof-of-stake (PoS) blockchains like Ethereum and Solana may attract investors. Use protocols like Lido, Jito, or participate in crypto ETFs to balance yield and liquidity.
With sufficient funds, appropriately layout the above to aim for a stable future!