i think you park your wealth in $btc at low 70s, mid 60s marking bottom of this bear cycle, it stays there and consolidates before up, while alts sector bleeds out due to unlocks and structural fear
no idea what happens to $eth, but we haven't yet seen a huge bid interest into productive eth-based defi, so while the sector stays mispriced and undervalued vs capital flows (recent $uni announcement was really bullish! long term), i am not planning on bidding it
my crypto outlook for 2026 and how I will run my portfolio:
- i am long $mega ICO+prev round, bullish on a new generation of hyper perf chains, will bridge USDC to get their native stablecoin soon, and participate in the eco longterm
- i also like $mon, did my deep bg on their tech, it's revolutionary, their tokenomics are meh, but at 2.5b i am bidding, bought already little bit at 4b (too high, happens)
- last position will be $hype, became a huge fun of them while trading there, and i am extremely bullish on their onchain tradfi offering, we're seeing consistent 300m volume days, still early, but this will be 1b+ soon
i am looking for buying $hype in mid 20s
general outlook is that trading and speculation will move more and more towards onchain TradFi, as crypto consumers yearn pivoting from "worthless" memes, into anything with a backing in revenue
using: @tradexyz and @ventuals, there are a couple of interesting TradFi apps like @GTE_XYZ, so in general, if i find the ops to invest across the whole RWA stack
so from compliance, to issuers, to distribution layer (trading apps), i will execute on that view.
planning on writing a larger piece on onchain TradFi later this year, as i believe we will see every major CEX, dex perps, and "everything" apps (think venue like gte with a classic crypto trading, prediction markets, stocks, etc.) integrating both equities perps and spot markets (once somebody solves the compliance issue and figure out secondary markets trading w/out KYC), and onchain volumes for these booming in 2026
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