Recently, market research analyst Pandl discussed the opportunities in the crypto industry by 2026 in the media. I believe this assessment is not just wishful thinking. As someone who has been navigating this space for many years, I want to share my understanding of this potential opportunity.
My outlook on the future market is cautiously optimistic, but logically, I am firmly bullish. Many might think this is just the same old "pie in the sky" talk, but if you pay attention to the global economic situation, you'll find that several key factors are indeed at play.
Let's start with the first core logic—fund reallocation amid global debt expansion. Over the past two years, governments worldwide have continued to increase liquidity to cope with economic pressures. The global debt scale has broken historical records. What is the current reality? Many countries' government bond yields are unable to keep pace with rising prices. In other words, keeping money in banks or buying government bonds is effectively depreciating in value. In such an environment, capital will inevitably seek alternative outlets. The performance of crypto assets over the past decade has been significantly ahead of traditional financial products. Therefore, from the perspective of capital seeking returns, this sector will naturally attract more and more institutional and professional investors.
However, one point must be emphasized: not all crypto assets will share this opportunity. Only those with real-world applications and solid market consensus are likely to become targets for large-scale capital.
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CryptoHistoryClass
· 6h ago
*checks notes* ah yes, the classic "global debt crisis = crypto moon" thesis from 2017, 2021, and apparently now 2026... history really does rhyme, doesn't it? except this time the debt is somehow *different*
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WalletAnxietyPatient
· 6h ago
That's right, I'm just worried it will turn into a mess again.
Recently, market research analyst Pandl discussed the opportunities in the crypto industry by 2026 in the media. I believe this assessment is not just wishful thinking. As someone who has been navigating this space for many years, I want to share my understanding of this potential opportunity.
My outlook on the future market is cautiously optimistic, but logically, I am firmly bullish. Many might think this is just the same old "pie in the sky" talk, but if you pay attention to the global economic situation, you'll find that several key factors are indeed at play.
Let's start with the first core logic—fund reallocation amid global debt expansion. Over the past two years, governments worldwide have continued to increase liquidity to cope with economic pressures. The global debt scale has broken historical records. What is the current reality? Many countries' government bond yields are unable to keep pace with rising prices. In other words, keeping money in banks or buying government bonds is effectively depreciating in value. In such an environment, capital will inevitably seek alternative outlets. The performance of crypto assets over the past decade has been significantly ahead of traditional financial products. Therefore, from the perspective of capital seeking returns, this sector will naturally attract more and more institutional and professional investors.
However, one point must be emphasized: not all crypto assets will share this opportunity. Only those with real-world applications and solid market consensus are likely to become targets for large-scale capital.