2025-12-27 13:10:34

The crypto market in 2026 is brewing a major rally fueled by a combination of loose monetary policy and technological breakthroughs. This is not just speculation, but a possibility that is becoming clearer from multiple perspectives.

Why do we see it this way? There are three main reasons:

**Money Issue**. The Federal Reserve's liquidity injections this year have already exceeded $120 billion, which is not just about saving the market — it’s more like preparing for a potential large-scale easing next year. Historical experience is harsh but real: when money becomes abundant, asset prices become volatile. Assets like $BTC and $ETH are most sensitive to this.

**Technology Issue**. Ethereum is set for a major upgrade next year, centered around the integration of zero-knowledge proofs (ZK). After the upgrade, verification efficiency will skyrocket, and network throughput could reach 10,000 TPS. It sounds a bit abstract, but what does this mean? It means Ethereum can truly support massive amounts of funds and applications, rather than experiencing frequent congestion as it does now.

**Capital Issue**. Traditional large funds are quietly positioning. The scale of stablecoins and tokenized RWA is expected to approach a trillion dollars. Once sovereign wealth funds enter the scene, they could directly bring in 5 to 10 times more capital. The flavor of this market cycle is completely different — no longer retail investors banding together for warmth, but institutional-level capital flooding in like a tide.

How to operate specifically? Two-pronged approach:

**Stabilize the Bottom**. Gradually allocate to mainstream coins like $BTC and $ETH, which are the foundation for riding the trend. Don’t chase highs, but also don’t completely miss out.

**Be Flexible at the Top**. During the bull market climax, MEME coins and social concept tokens will go crazy. You can use a small portion of your holdings to hunt for projects with community fermentation potential, catching signals before they hit trending status. Betting on the arrival of that explosive trigger.

In essence, a bull market is about using mainstream coins to steadily capture the trend and employing sharp intuition to seize emotional peaks. The art of cognition and position allocation is exactly this.

BTC0,53%

ETH0,73%

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.

8 Likes

Reward
8
4
Repost
Share

Comment

0/400

FlatlineTrader

· 11h ago

Here we go again with the 2026 pie-in-the-sky talk. I've heard this spiel at least five hundred times. Wait, has the ZK upgrade really been implemented? Still just talk on paper. Sovereign wealth funds entering the market? Wake up, they're investing in spot ETFs, not here to save your coin.

View OriginalReply0

SnapshotStriker

· 11h ago

Having too much money makes people restless; this logic indeed has no flaws --- ZK upgrades sound good, but I'm just worried it’s another empty promise --- The vibe of institutional entry is really different; retail investors are probably going to be taught a lesson again this time --- I support deploying mainstream coins in batches, but for those without money, it’s hard to watch --- Regarding MEME coin hunting, it sounds easy, but in reality, it can lead to total loss; who hasn’t stepped into a pit? --- $120 billion in liquidity, it still feels like treating the symptoms rather than the root cause --- If sovereign wealth funds really come in, the game rules will definitely change --- With throughput exceeding 10,000 TPS, if traffic congestion can be solved, I’ll believe it --- The art of a bull market? I think it mainly depends on gambling on human nature, haha --- Both deploying in batches and small positions are standard cautious tactics, but those truly making money are probably heavily concentrated in positions

View OriginalReply0

ContractCollector

· 12h ago

Loose + technological breakthroughs, sounds great, but can we really wait until 2026? --- It's okay to deploy mainstream coins in batches; the key is to withstand the psychological torment during the dip. --- I've heard the ZK upgrade a hundred times, each time claiming it will change the world. But what happened? Still traffic jams. --- Whether institutional entry is true or not, we need to see real inflows of stablecoins to count. --- The meme coin hunting strategy probably involves some luck. If you sniffed out the signals, missing the boat is just a waste. --- The 120 billion in liquidity sounds impressive, but compared to the global money supply, it's not a big deal. --- Bottom stable, upper flexible—easy to say, but in practice, a small mistake can wipe out your entire position. --- A trillion RWA scale—how conservative is this forecast? Has it really been implemented, or is it just another PPT story? --- "The art of cognition and position allocation"—translate it as: if you bet right, you praise yourself for foresight; if you bet wrong, you blame the market.

View OriginalReply0

RetailTherapist

· 12h ago

Listen to this argument: loose policies + technological upgrades will inevitably lead to a bull market? History tells us that no matter how beautiful the story is, it can't withstand black swan events. I've heard this set of talking points about deploying in phases a hundred times, and in the end, we're still caught. ZK upgrades are indeed impressive, but where are the truly practical applications? To put it nicely, it's expectations; to put it bluntly, it's just pie in the sky. Sovereign wealth funds entering with 5x or 10x increments? Dream on. Where does this data come from? I can't understand the logic of betting on MEME coins to chase trending searches. That's just gambling on human greed—it's the common tactic of retail investors and bagholders. Wait, are you teaching people how to rationally allocate or encouraging all-in?

View OriginalReply0