Is a bottom rebound imminent? The "perfect storm" of liquidity in 2026 will reshape the Layer-1 landscape.

Analysts believe that the Crypto Assets market may have reached the bottom range, and the current strategy should be to hold steadily and wait for the arrival of global Liquidity expansion in 2026.

In terms of coin selection, Layer-1 public chains have become the focus. Taking Sui as an example, it has about 80% of undervalued space compared to Solana, and the long-term potential of these mainstream ecological tokens may be underestimated by the market. In contrast, those meme coins that purely chase sentiment carry greater risks.

From a macro cycle perspective, 2026 could be a key turning point. At that time, there will be a maturity extension of $10 trillion in debt, while adjustments to the banking regulatory framework are also in the works. The combination of these two major factors is highly likely to unleash a new round of fiscal and monetary stimulus, creating a rare opportunity window for risk assets, including Crypto Assets.

Based on this logic, there are views that predict the total market value of Crypto Assets may exceed 100 trillion USD in the next decade, which means there is still significant growth potential compared to the current market size. Such expectations could be a compelling reason for patient long-term holders.