Crypto Twitter Turns Bearish on 2026—but These 3 Sectors Could Still Win

Crypto Twitter (CT) sentiment for 2026 has shifted to be the opposite of 2022, anticipating a more selective, fundamentals-driven market rather than a broad speculative boom. Analyst Ignas highlighted three sectors expected to perform well: Bitcoin, which remains favored despite recent weakness; Real-World Assets (RWA) and tokenization, projected for significant growth; and Prediction Markets/Perpetual Financial Products, expected to 'financialize everything.' Conversely, CT expects pressure on broad altcoin markets, with many tokens risking failure due to high emissions, and on Decentralized Finance (DeFi) tokens, citing governance disputes like the one involving Aave. The outlook for Ethereum (ETH) is divided; while it benefits from tokenization infrastructure, some believe ETH itself may not materially benefit as much as user-facing applications built on it. Furthermore, tokens launched with high fully diluted valuations are viewed as 'perma shorts,' reinforcing a market focus on revenue generation and tokenholder rights.

(Source：BeInCrypto)