2026-01-02 05:25:31

By 2026, the cyclical characteristics of the crypto market are becoming increasingly evident. Bitcoin approaches 20 million in mined coins, which means that scarcity is being further reinforced. At the same time, the regulatory framework is becoming more完善, the participation of institutional investors continues to rise, and spot ETFs are continuously injecting funds. All of these are no coincidences.

The bubble from the previous cycle has been fully cleared, leaving behind projects with genuine fundamental support. RWA (Real-World Asset Tokenization) and the DeFi 2.0 ecosystem are gradually maturing, building a more solid value foundation for the entire market. This is no longer just narrative-driven but combines practicality and compliance.

The institutional allocation ratios of mainstream cryptocurrencies such as Bitcoin, Ethereum, and XRP have明显提升. The entire crypto asset sector is completing its transition from retail-driven to institution-driven. For ordinary investors, the key is to identify cycle nodes and choose assets with real applications, rather than blindly chasing trends. The market opportunities for the new year are right in front of us, but the prerequisite is to understand what you are buying and why you are buying it.

BTC1,25%

RWA-0,62%

ETH2,87%

XRP2,8%

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ShortingEnthusiast

· 10h ago

Institutional entry is a signal, retail investors are still chasing gains and selling at lows, what a gap. This wave of RWA is truly different, it's no longer just storytelling. That's right, you need to understand what you're doing, don't get caught by the trap. The 20 million Bitcoin is approaching, this scarcity really can't be sustained. DeFi 2.0 is on the rise, finally some practical use cases. The phrase "institutional allocation is increasing" hits hard, retail investors are always one step behind. Shorting air coins is the way to go, avoid those projects that haven't been implemented.

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CryptoWageSlave

· 10h ago

Institutional entry, I think, is just the beginning of big fish eating small fish. Retail investors are still chasing the hot trends, while others have already completed their布局. RWA and DeFi 2.0 sound promising, but truly implementable projects are rare. Don't be fooled by the narratives. The most important thing now is not to buy blindly, but to understand what you are holding. That’s a valid point. ETF is rapidly absorbing funds, and Bitcoin's halving reduces supply. This pace is indeed a bit aggressive, but don’t overestimate retail investors’ window of opportunity. Regulatory improvements are a good thing, but for small investors, it might just mean the entry threshold is raised again. With such a lively start in 2026, I actually feel a bit nervous. Why are the cyclical patterns in history so accurate? Basically, position is more important than choice. If you get the timing right for entry, you can make money with any coin.

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