2026 begins with Bitcoin stabilizing and rebounding, and the market landscape is quietly shifting. In last night's market, those who had提前布局 (early deployment) have already completed their year-start position building, while most people are still riding the holiday afterglow. Missing the opportunity in 2025 is not a cause for regret; the key is to grasp the core signals of this wave.

Don't be fooled by short-term price fluctuations. The real opportunity in 2026 lies in the全面爆发 (comprehensive explosion) of the "application layer." Market logic has completely changed— the pure MEME concept hype is fading, and large-scale capital flows are now pointing toward two new directions: AI intelligent agent payment systems and RWA 2.0 ecosystems. Now is not the time to panic sell; instead, it is the golden window to readjust positions and reallocate stocks.

**ETF capital rebalancing for the new year** is the first key point to observe. Every year, institutional funds adjust their positions based on new strategies, and this movement often determines the rhythm of the first quarter. Secondly, **technological iteration in the AI track** continues to accelerate. From simple concept hype to practical application of AI agents, the track is experiencing a qualitative leap. Lastly, do not overlook the **long tail effect after Bitcoin halving**—historical cycles show that 12-18 months after halving often generate a new wave of growth.

**Practical trading advice is straightforward**: maintain 60-70% of your positions, and use the remaining USDT to respond to potential pullbacks. Focus on leading projects in the AI and DePin crossover track, as well as infrastructure in the Solana ecosystem that has not yet issued tokens. For MEME coins that doubled during the holiday, it is advisable to take profits in stages and avoid greed.

The dividends of 2026 ultimately belong to those who are prepared.