From a valuation perspective, crypto asset investments in 2026 may enter a more challenging phase. The market needs to continue climbing, but there are only a few paths—either inflate the bubbles of popular coins even more; or pick up those obscure sectors with declining fundamentals and little investor interest.

From the retail investor's point of view, both options are quite unappealing. In the long run, the price of coins will ultimately have to return to the real value of the projects—this is an inevitable truth.

The current situation is like this: on one side, various new concepts and stories are flying everywhere, but the actual application implementations are nowhere to be seen; on the other side, those promising sectors see their coin prices fall while valuations become more inflated, turning logic upside down.

As an investor, how should you break this deadlock when faced with these two choices? You really need to think carefully. Perhaps the smartest approach is to choose neither, or wait for opportunities from projects with solid fundamentals.