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As leading asset managers and industry experts begin to offer their predictions for 2026, an analyst summarizes what Crypto Twitter (CT) expects in general for the cryptocurrency market in the coming year.
The growing consensus for CT indicates that the market is preparing for a more selective and fundamentals-based phase rather than a broad speculative boom.
Cryptocurrency sectors that can be good in 2026
In a recent post on X (formerly Twitter), analyst Ignace noted that Twitter’s 2026 digital forecast reflects a significant change from its 2022 forecast.
“The consensus is exactly the opposite of what it was when we entered the bull run in 2022,” he said. said analyst
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At that time, many investors expected Ethereum (ETH) and altcoins to surpass Bitcoin. Instead, Bitcoin dominated, leaving the market lagging. This year, sentiment has been largely optimistic, with many anticipating higher valuations for major assets.
However, the market is moving in the opposite direction. As a result, Twitter’s digital outlook has shifted towards a more cautious and focused outlook. Here’s what Connecticut thinks will do well in 2026.
1. Bitcoin
Bitcoin is widely seen as a top performer in 2026. This confidence comes despite the asset’s recent weakness.
BeInCrypto highlighted that Bitcoin Delay of precious metals and stocks in 2025. In addition, the asset has fallen by 6.2% since the beginning of the year.
If the declines continue, Bitcoin may end the year in the red, breaking its two-year positive streak. However, the CT consensus also favors Bitcoin at the expense of the broader crypto market.
Meanwhile, concerns about quantum computing are still part of the debate. Quantum advances pose a structural risk to the Bitcoin cryptocurrency. However, Analysts remain divided Whether such threats are imminent or still years away.
2. Real Assets (RWA)
Real world assets (RWA) and tokenization are emerging as one of the key growth areas in cryptocurrencies for 2026. The RWA sector has challenged. Market already stagnant With continued growth in distributed value and users, this momentum can continue.
“RWAs and markups would be great, but it’s hard to find great proxies for bets on growth (plasma, stable TGE are obvious examples),” Ignace wrote.
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It is worth noting that Bloom CEO Chris Yen also expect 10-20x growth in value and users by 2026, even with conservative projections. Also, Jesse Knutson, COO of Bitfinex Securities, suggests that the tokenization market He will arrive At least $100 billion by the end of 2026.
3. Prediction markets and permanent financial products
CT expects prediction markets and perpetual products to increasingly become “fund everything,” to include real-world events and even pre-IPO instruments.
According to a recent report by BeInCrypto, Interest in prediction markets accelerated at the end of 2025. During October and November, trading volumes on prediction platforms exceeded those of memes. and non-fungible tokens (NFT). User activity has also increased as participants turn to these platforms to speculate on outcomes ranging from election results to weather forecasts.
Institutional intervention follows. Major companies, including Coinbase and Gemini, have begun expanding into the sector in an attempt to capitalize on the growing momentum.
Permanent markets are also receiving attention. At first Coinbase is identified Real assets of clothing as a major investment topic for 2026, citing its potential to unlock new forms of financial exposure in the chain.
“Because perpetual markets do not require the security of an underlying asset, markets can form around almost anything, allowing everything to ‘move,'” Coinbase said.
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Cryptocurrency sectors that may face pressure
Ignace noted that in addition to Bitcoin, the CT consensus suggests that the big gains are likely to be concentrated in just a few winners. Many other sectors may face continued pressure as capital selectivity increases.
1. Broad altcoin markets
The market is widely anticipating continued pressure in the altcoin sector, with many tokens at risk of falling to zero. This can happen due to high token issuances, limited sales participation, and weak institutional demand.
As a result, expectations for a similar broad altcoin season in 2021 remain low. In October, he said Gracie Chen, CEO of Bitget, The altcoin season is unlikely to happen in 2025 or 2026.
2. DeFi Tokens
The recent ongoing governance disputes around Aave (AAVE) also raise concerns for all DeFi tokens, the analyst added.
The discussion centers around Aave’s merger decision CowSwap is in its front end, replacing ParaSwap. Critics argue that the move, which was completed after Aave Labs received a grant from CowSwap, redirected as much as $10 million in potential annual revenue away from the DAO.
In response, the founder of Aave, Stani Kulichov and Aave Labs, emphasized that the revenues generated by the front end were separate from the revenues of the core protocol and were voluntary.
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The market is divided on whether the success of Ethereum translates into gains in ETH
At the same time, the author revealed that there is no clear market narrative on what could happen to Ethereum (ETH).
On the one hand, some remain bullish on Ethereum, as it is expected to benefit from the rapid expansion of tokenized assets. Others are not convinced that this adoption will materially benefit ETH holders.
“ETH as an asset does not necessarily benefit from tokenization: Ethereum becomes an abridged entity with most of the benefits enjoyed by user applications. Like Facebook, Microsoft benefits most from the increase of the Internet,” said Ignace.
Twitter Crypto Market Focus for 2026
In addition, Ignace also explained that tokens that launch at high valuation fully diluted and limited circulating supply are considered “perpetual shorts”. Basically, this means that these symbols are still good candidates for short selling (moving against them).
Market data reinforces this view. According to the analysis Conducted by Memento Research, which covers 118 token generation events in 2025, projects that debuted with high FDV rates had difficulty maintaining momentum. It is worth noting that out of the 28 tokens launched with a fully diluted value of $1 billion or more, none are currently trading in positive territory.
Finally, the market is placing increasing attention on the rights of token holders, along with an increasing focus on revenue generation. These discussions are expected to intensify and continue until 2026.
As the cryptocurrency industry matures, it will likely become less speculative and less hype-driven, but it will become much larger in scale. In parallel, crypto Twitter’s influence on the broader narrative may be diminishing, with crypto-native voices gradually losing prominence.
