How to Uncover New Wealth Opportunities? Renowned Independent Crypto Analyst Releases Top 10 Predictions for 2026

marsbitPubblicato 2026-01-13Pubblicato ultima volta 2026-01-13

Introduzione

In this article, independent crypto analyst Miles Deutscher shares his top 10 predictions for the cryptocurrency market in 2026. Key forecasts include Bitcoin ending the year higher than it started, potentially above $90,000, though a parabolic surge beyond $150,000 is uncertain. He anticipates that institutional investors will continue to drive the market more than retail, emphasizing the importance of tokens with strong revenue models and real utility. Major growth is expected in several sectors: prediction markets could see a 5x volume increase, perpetual futures trading will expand beyond crypto into stocks and metals, and ICO participation will hit new highs due to favorable regulations. Real-World Assets (RWA) are predicted to have their second-biggest year, while neobanks leveraging crypto and stablecoins are poised for exponential growth as infrastructure improves. The intersection of AI and crypto is highlighted as a major narrative, with advancing technology enabling practical applications in agents, data, and automation. Additionally, stablecoin supply is projected to grow by over 50%, fueled by regulatory developments like the U.S. Clarity Act. Deutscher encourages readers to focus on fundamental value and emerging narratives to capture upside opportunities.

Author:Miles Deutscher

Compiled by: Jiahuan, ChainCatcher

In this article, I will break down my top 10 cryptocurrency predictions for 2026 in detail. These include my price prediction for $BTC, top altcoin narratives, the prospects of crypto and AI integration, and more. This is an exercise I do every year, and it really helps me calibrate my direction for the new year. Even if you don't agree with all the predictions here, I hope this will inspire your thinking and prompt you to create your own list to prepare for this year and capture the greatest upside potential.

10. Prediction Market Trading Volume to Grow 5x

From January 2025 to today, the trading volume of prediction markets has grown by about 10 times. I believe this trend will continue, and in 2026, we will see at least one month where the volume reaches 5 times the current level. A 5x increase from the current trading volume would equate to approximately $95 billion per month. Another factor to consider is the rise of "adjacent protocols" built on top of prediction markets. For example, @intodotspace is building the first leveraged prediction market. This trend will further amplify trading volume.

9. Explosive Growth in Stock/Metal Perpetual Contracts

The argument here is simple: we will continue to see the proliferation of perpetual contracts in the mainstream—not just limited to crypto token trading. 2025 was the year perpetual futures technology exploded in the crypto space—instant settlement, excellent UI/UX, decentralization, etc. Secondly, gold/metals/stocks are in a fierce bull market. Typically, as the cycle nears its peak, people move further down the risk curve in pursuit of returns (perpetual contracts are well-suited to benefit from small-cap/emerging markets).

In many cases, accessing through crypto channels is easier and faster than buying stocks/gold through traditional finance (TradFi) channels. Due to this combined effect, I believe we will see explosive growth in the trading volume of stocks/metals on perpetual DEXs, and perpetual contract trading will extend far beyond crypto tokens.

8. The "Renaissance" of ICOs Continues

Due to a major shift in the regulatory environment, the public now has unprecedented access to participate in token sales. ICO participation is at an all-time high, and I expect this overall upward trend to continue. If you're interested in profiting from ICOs, I recently published a complete tweet thread and a free Notion template to help you stay organized in this space—you can check it out below.

7. Altcoins with Strong Revenue Models Will Win

The market sentiment has clearly shifted, favoring real businesses over pure speculation and hype. Of course, the latter will always have a place in the market, but more and more investors (both large and small) are looking for real "flywheels" to support token prices (amid a sea of token dilution).

I believe protocols that genuinely generate revenue will continue to dominate. Simply put, protocols with real revenue mechanisms will perform better than those without. Keep an eye on companies/projects/teams that are actually generating revenue.

6. RWA Will Have Its Second-Biggest Breakout Ever

I’d love to say RWA will have its biggest year ever. However, technically, it’s hard to beat the $14 billion growth in 2025. I think liquidity will continue to flow into this space, and it will be another fruitful year, but the percentage increase might be smaller than in 2025. 2026 may bring many yield/tokenization opportunities and numerous altcoin trading setups in this field.

5. Neobanks Become the Most Exponentially Growing Sector in Crypto

It feels like we’ve finally reached a tipping point for crypto/stablecoin banking. The infrastructure has finally caught up with demand, and we’re seeing explosive growth in the adoption of many products. Being able to easily convert between cryptocurrency and fiat is a much-needed solution. This sector has the largest total addressable market (basically the entire financial world) and is actively solving problems in developing countries and regions where traditional financial systems are less accessible. This is a huge market, and I expect we will finally (truly) crack it this year.

4. AI / AI Agents Make a Real Comeback

Last January, we either experienced a crazy AI hype season that drove up the prices of Crypto x AI protocols—the only problem was that the technology hadn’t caught up yet. Entering 2026, things are different; the technology can actually deliver on the hype. For me, 2026 is undoubtedly the most critical year for AI so far (just like every year), and as people speculate on AI’s upside, retail interest can easily spill over into the crypto space. Crypto x AI is the perfect synergy. Crypto brings the freedom of financial rails, and AI brings automation, which I believe is the future of finance. I think this will create opportunities in many AI sub-sectors, including x402, robotics, agentic workflows, AI data/infrastructure, etc.

3. Stablecoin Supply to Grow by Over 50%

Last year, the total stablecoin supply grew by 50% (from $200 billion to $300 billion). I believe this year we will see similar growth in stablecoin supply, further catalyzed by the U.S. Clarity Act for stablecoins.

2. Institutional Driving Force in Crypto Market to Surpass Retail

This entire cycle has been institutionally driven (DATs, ETF pushes, etc.). I expect this shift toward institutionally driven markets to continue—which is why I focus on tokens/protocols that can attract institutional interest (back to my point about focusing on real revenue projects).

1. BTC Year-End Price Will Be Higher Than Year-Start

Whether $BTC will experience a crazy "blow-off top" above $150,000 this year depends on many factors: fund flows/buyer demand, DATs, macro background, etc.

Frankly, I’m not sure if the market can gather all the right conditions to trigger that most extreme疯牛见顶 mode. However, I think Bitcoin will close with a bullish price candle at the end of 2026. This means $BTC must close above the $90,000 range.

To summarize my long logic on this (I may go into more detail in a later post): we are likely in the final year of the business cycle, and we’re seeing price bottoming behavior similar to previous years, which makes me believe we will at least close green this year—I’ll dive deeper into my exact thesis on this in the coming weeks, stay tuned.

Domande pertinenti

QWhat is the author's price target for Bitcoin by the end of 2026?

AThe author believes Bitcoin will close the year with a bullish candle, meaning it must close above the $90,000 range.

QWhich sector does the analyst predict will be the most exponentially growing in crypto space for 2026?

AThe analyst predicts that Digital Banks (Neobanks) will be the most exponentially growing sector in the crypto space for 2026.

QWhat is the predicted growth for the total stablecoin supply in 2026?

AThe analyst predicts the stablecoin supply will increase by more than 50% in 2026, similar to its growth the previous year.

QAccording to the predictions, what will be the main driving force of the crypto market in 2026, institutions or retail?

AThe main driving force of the crypto market in 2026 is predicted to be institutions, surpassing retail investors.

QWhich narrative does the analyst believe will make a 'real comeback' in 2026 with the technology now able to deliver on its promises?

AThe analyst believes that AI / AI Agents will make a real comeback in 2026, as the technology can now deliver on its promises.

Letture associate

The 'VVV' Concept Soars 9x in Half a Year, The New AI Narrative on Base Chain

"The article explores the 'VVV' concept as the new AI-focused narrative within the Base ecosystem, centered around the token $VVV of the privacy-focused, uncensored generative AI platform Venice, led by crypto veteran Erik Voorhees. Venice has seen significant growth in 2026, with its API users surging, partly attributed to exposure from OpenClaw. The platform now boasts over 2 million total users and 55,000 paid subscribers. Correspondingly, the $VVV token price has risen over 9x this year. Key to its performance are tokenomics designed for value accrual: reduced annual emissions, subscription revenue used for buyback-and-burn, and a unique staking mechanism. Staking $VVV yields $sVVV, which can be used to mint $DIEM tokens. Each staked $DIEM provides a daily $1 credit for using Venice's API services, creating tangible utility. The article also highlights other tokens associated with the 'VVV' narrative. $POD, the token of distributed AI network Dolphin (which co-developed Venice's default AI model), saw a massive price surge. $cyb3rwr3n, a project for a Venice credit auction market, gained attention due to perceived connections to Venice's team despite official denials. Finally, $SR of robotics platform STRIKEROBOT.AI rose after announcing a partnership with Venice for robot vision-language model development. Overall, the 'VVV' ecosystem combines AI platform growth, deflationary tokenomics, and innovative utility mechanisms, driving significant investor interest and price action in related tokens."

marsbit4 min fa

The 'VVV' Concept Soars 9x in Half a Year, The New AI Narrative on Base Chain

marsbit4 min fa

Anthropic and OpenAI Have Single-Handedly Severed the Logic of Pre-IPO Stock Tokenization

The pre-IPO stock token market is experiencing significant turmoil following strong statements from AI giants Anthropic and OpenAI. Both companies have updated their official policies, declaring that any transfer of their company shares—including sales, transfers, or assignments of share interests—without prior board approval is "invalid" and will not be recognized in their corporate records. This means buyers in such unauthorized transactions would not be recognized as shareholders and would have no shareholder rights. A major point of contention is the use of Special Purpose Vehicles (SPVs), which are legal entities commonly used by pre-IPO token platforms to pool investor funds and indirectly acquire shares from employees or early investors. The companies explicitly state they do not permit SPVs to acquire their shares, and any such transfer violates their restrictions. They warn that third parties selling shares through SPVs, direct sales, forward contracts, or stock tokens are likely engaged in fraud or are offering worthless investments due to these transfer limits. This stance directly threatens the core model of many pre-IPO token platforms, which rely on SPV structures. The announcement revealed additional risks within this model, such as complex "SPV-within-SPV" layering that obscures legal transparency, increases management fees, and creates a chain reaction risk of invalidation. Following the news, tokens like ANTHROPIC and OPENAI on platforms like PreStocks fell sharply (over 20%). The market reaction highlights a divergence: while asset-backed pre-IPO tokens plummeted, purely speculative pre-IPO futures contracts, which are bilateral bets on future IPO prices with no claim to actual shares, remained relatively stable as they are unaffected by the transfer restrictions. The industry is split on the implications. Some believe the fundamental logic of pre-IPO token trading is broken if leading companies reject SPV-held shares, potentially causing a domino effect. Others, like Rivet founder Nick Abouzeid, argue that buyers of such unofficial tokens always knowingly accepted the risk of non-recognition by the company. The statements serve as a stark risk warning and a corrective measure for a market where valuations for some AI-related pre-IPO tokens had soared to irrational levels, far exceeding recent funding round valuations.

marsbit1 h fa

Anthropic and OpenAI Have Single-Handedly Severed the Logic of Pre-IPO Stock Tokenization

marsbit1 h fa

Anthropic and OpenAI Personally Sever the Logic of Pre-IPO Crypto-Stocks

The pre-IPO token market has been rocked by strong statements from Anthropic and OpenAI. Both AI giants have updated official warnings, declaring that any sale or transfer of their company shares without explicit board approval is "invalid" and will not be recognized on their corporate records. This directly targets Special Purpose Vehicles (SPVs), the common legal structure used by pre-IPO token platforms. These platforms typically use an SPV to acquire shares from employees or early investors, then issue blockchain-based tokens representing a claim on the SPV's economic benefits. Anthropic and OpenAI's position means that if an SPV's share purchase lacked authorization, the underlying asset could be deemed worthless, nullifying the token's value. Anthropic explicitly warned that any third party selling its shares—via direct sales, forwards, or tokens—is likely fraudulent or offering a valueless investment. The crackdown highlights risks in the popular SPV model, including complex multi-layered "Russian doll" SPV structures that obscure legal ownership, add fees, and concentrate risk. If one layer is invalidated, the entire chain could collapse. Following the announcements, tokens like ANTHROPIC and OPENAI on platforms like PreStocks fell sharply (over 20%). In contrast, purely speculative pre-IPO prediction contracts remained stable, as they involve no actual share ownership. The move is seen as a corrective measure amid a market frenzy where some pre-IPO token valuations (e.g., Anthropic's token hitting a $1.4 trillion implied valuation) far exceeded recent official funding rounds. Opinions are split: some believe this undermines the core logic of pre-IPO token trading if top companies reject SPVs, while others argue buyers always assumed this legal risk when accessing unofficial channels. The statements serve as a stark warning and a potential catalyst for market de-leveraging and clearer boundaries.

Odaily星球日报1 h fa

Anthropic and OpenAI Personally Sever the Logic of Pre-IPO Crypto-Stocks

Odaily星球日报1 h fa

The Waged Worker Driven to Poverty by AI Subscriptions

"AI Membership: The Hidden Cost Pushing Workers Toward 'Poverty'" The widespread corporate push for AI adoption is creating a hidden financial burden for employees. Companies, from giants like Alibaba to small firms, are mandating AI use, often tying token consumption to KPIs, but frequently refuse to cover the costs. Workers are forced to pay for subscriptions out of pocket to stay competitive and avoid being replaced. Front-end developer Long Shen spends up to 2000 RMB monthly on tools like Cursor and ChatGPT Plus, seeing it as a necessary 3% salary investment to handle 90% of his coding tasks. While it boosted his performance and led to promotions, he now faces idle time at work, pretending to be busy. Designer Peng Peng navigates strict company firewalls by using personal devices and accounts for AI image generation tools like Midjourney, spending hundreds monthly without reimbursement, while her boss demands faster, more numerous revisions. The pressure creates workplace anxiety and suspicion. Programmer Li Huahua, after a friend's experience of raised KPIs following AI success, fears being branded a "traitor" for using it yet worries about falling behind if she doesn't. The dynamic allows management to demand results without understanding the tools or covering expenses, treating employees like AI "agents." While some, like entrepreneur Jin Tu, find high value in paid AI, building entire systems and winning competitions, for most, it's a trap. Free tools like Kimi and Doubao are introducing fees, closing off alternatives. The initial efficiency gains individual advantage, but as AI becomes ubiquitous, the personal edge disappears, workloads increase, and a cycle of dependency begins. Workers like Long Shen realize they cannot maintain AI-generated code without AI, making stopping harder than continuing to pay. The tool promising liberation is instead becoming a compulsory, costly chain in the modern workplace.

marsbit1 h fa

The Waged Worker Driven to Poverty by AI Subscriptions

marsbit1 h fa

Trading

Spot
Futures
活动图片