Institutions Release 2026 Industry Outlook, Computing Power and Stablecoins Become Hot Tracks

【Navigation Compass】Multiple institutions forecast 2026 crypto market, with super cycles and industry reshuffling coexisting. Quick overview of the news: In early 2026, institutions such as Fidelity, a16z, and Waterdrop Capital released industry outlooks. Waterdrop Capital believes that "computing power as currency" is accelerating, and companies that control AI computing power or hold BTC assets will define the wealth landscape; Fidelity predicts the market may enter a "super cycle" with reduced volatility, and the bull market could last for many years; Trend Research points out that stablecoins will experience explosive growth, and USD1 stablecoin is expected to benefit; co-founders of Blockworks predict a major reshuffle in the industry, with Ethereum rising and Bitcoin possibly losing its shine. Personal opinion: The divergence among institutions reflects the market's multiple possibilities, but the consensus points worth noting are — computing power, stablecoins, and compliance are the core tracks for 2026. For investors, a "core + satellite" allocation strategy can be adopted: establish core positions in leading assets like BTC and ETH to seize long-term opportunities of the super cycle; focus satellite positions on AI computing tokens and compliant stablecoin ecosystems to capture sector dividends. At the same time, be alert to industry reshuffling risks, avoiding niche projects lacking technological barriers and application scenarios. Navigation requires a clear destination, and institutional outlooks can provide diverse route references; ultimately, one must choose the most suitable route based on their own risk tolerance. #加密货币