Recent market trends show two-way declines, causing many investors to waver. But taking a step back, some top-tier analysis institutions are already planning the market blueprint for 2026.

This market forecast is not based on mere imagination. The analysts proposing these predictions are supported by professional macro research teams, and their institutions are among the world's largest holders of Ethereum. Their deep understanding of crypto asset liquidity and underlying logic is evident. Coupled with recent changes in Federal Reserve personnel, the implementation of tariff policies, and the accelerating tokenization trend in the crypto market, the probability of this scenario becoming reality is quite high.

**The Three-Act Logic of 2026**

Act One: The Surge Phase. Why can it rise at the start? The key lies in the improvement of macro certainty. The previously looming tariff policy uncertainties are now being resolved. Once these major uncertainties are eliminated, capital will naturally lead a wave of sentiment shifts. More importantly, there are clear signals of a policy shift from the Federal Reserve. The current chair’s term ends this May, and the nominee for the new chair is likely to adopt a more dovish stance. What does this mean? The liquidity environment will gradually improve, and a rise in risk assets becomes highly probable.

Act Two involves more complex market battles. The initial surge will attract more incremental funds, but it will also trigger profit-taking by institutions and smart money. During this phase, the market will experience typical pullbacks or even deep corrections. Many will doubt themselves, questioning whether the bull market is already over. But this is precisely the biggest buying opportunity in history.

Act Three is an epic ascent. After thorough consolidation, the true growth logic will gradually surface. Factors such as increased liquidity of tokenized assets, accelerated integration of traditional finance and crypto, and clearer regulatory frameworks will collectively push the market toward a more mature state.

**Why Will Crypto Market Outperform?**

Compared to the US stock market, crypto has obvious advantages. First is liquidity characteristics. Crypto assets have global liquidity that is not geographically restricted, and the benefits of the Fed’s policy shift will transmit more quickly. Second is sector differentiation. Innovations like tokenization, on-chain finance, and cross-chain ecosystems are growing much faster in crypto than in traditional finance. Furthermore, there is room for valuation recovery. Compared to the fully priced US stocks, some crypto assets still have significant valuation repair potential.

**Timing Is Critical**

Whether this scenario can be seen clearly depends on understanding two variables: first, the actual implementation strength of the Federal Reserve’s policies; second, the real impact of tariff policies on global liquidity. Both point in the same direction—expectations of liquidity easing.

For investors who are already wavering, instead of rushing to liquidate, it’s better to calmly consider the structure of this cycle. Market declines are precisely the filter to identify truly patient participants. Experienced market veterans understand that those who can see opportunity in despair are often the winners of this round.