2026 won’t be remembered for noise - it will be remembered for clarity.
After years of speculation-driven cycles, the market is entering a phase where fundamentals, structure, and real demand finally matter. Capital is becoming more selective. Trends are becoming clearer. And the gap between winners and everyone else is widening.
This report is our 2026 thesis, a concise view on what’s changing, which themes are gaining real traction, and where attention is quietly shifting. It’s not a list of predictions. It’s a framework for understanding how the next cycle is likely to unfold and why positioning matters more than ever.
Inside the report, you’ll find:
The 4 major trends shaping crypto in 2026
Top sectors expected to attract institutional and retail capital
High-conviction token picks backed by fundamentals, not hype
Clear insights for navigating a more mature, regulated crypto market
If you want to know where crypto is heading, and how to prepare for it, this thesis is your roadmap.
👉 Read the free version here.
👉 Read the complete 2026 Thesis - available to altFINS members only.