2025 is about to close, and the community sentiment is divided. While many look back with fear, dreading the classic "bear market" post-halving, data and fundamentals suggest that 2026 could be the year of definitive maturity.
Here’s what we need to monitor to navigate the market in the next 12-24 months:
1. 🥇 Bitcoin: Towards new highs (without crazy parabolas?)
Many prominent analysts (including Bitwise and Grayscale) predict that the 4-year cycle may be "dead". Thanks to massive institutional adoption (ETFs and sovereign reserves), BTC volatility is stabilizing.
Target Price: Estimates range between $120,000 and $170,000, with bullish peaks up to $250k driven by consistent ETF flows.
Key Factor: The decline in global interest rates could make BTC the preferred asset as an alternative store of value to gold.
2. 🏛️ The Era of RWA (Real World Assets)
If 2024 was the year of Memecoins, 2026 will be the year of real utility. The tokenization of bonds, real estate, and private credits is no longer an experiment.
Projects to follow: Protocols that integrate traditional finance (TradFi) with DeFi (like Chainlink for data or platforms on Solana and Avalanche).
3. 🎮 Web3 Gaming & DePIN
After years of development, in 2026 we will finally see the launch of triple-A titles on blockchain with millions of active users. At the same time, the DePIN sector (decentralized physical infrastructures) will become a dominant narrative, bringing blockchain into energy and telecommunications management.
4. ⚖️ Regulatory Clarity
With the implementation of regulations like MiCA in Europe and new frameworks in the USA, 2026 will see less "regulation through penalties" and more clear rules. This will open the doors to pension funds and large insurance companies that have so far remained on the sidelines.
💡 My strategy for 2026:
Selective accumulation: Focus on Layer 1 solids (BTC, ETH, SOL) and AI/RWA infrastructures.
Risk management: Do not expect +1000% in a few days on "blue chips" anymore. Stability attracts large capital, but requires patience.
Keep an eye out: Macro risk (geopolitics) remains the only real unknown.
And what do you think? Will 2026 be a year of consolidation or will we see a new explosive "Super-Cycle"? 📈👇
