2026-01-08 13:00:41

#MSCI未排除数字资产财库企业纳入范围 Ethereum, Solana, Zcash Recent Developments Tracking

From a technical perspective, Ethereum is targeting the 8500 level. 2026, as the start of a long-term prosperity cycle, is expected to see increased activity in multi-chain ecosystems. $ETH, as a representative of second-layer public chains, continues to face pressure but is rebounding.

Meanwhile, the meme coin craze within the Solana ecosystem continues to heat up. Driven by market sentiment, related projects have completed a noticeable upward cycle, and investors' enthusiasm for risk assets has significantly rebounded.

On a macro level, 2026 coincides with the prosperity phase in the Kondratiev wave cycle. Historical data shows that during this phase, risk assets often experience concentrated releases, liquidity is abundant, and trading activity is high. Digital assets, as highly volatile asset classes, tend to generate excess returns during such cycles.

Privacy coins like Zcash, amid the ongoing increase in privacy computing demand, are also worth monitoring for their medium-term performance.

It is worth noting that multiple institutions are re-evaluating their digital asset treasury allocations, gradually changing market expectations.

ETH-4,1%

SOL-1%

ZEC1,72%

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PortfolioAlert

· 01-11 03:35

8500？Can ETH reach this level in this wave? I always feel that the speed of positive news being realized is too fast. Solana's meme coins are truly crazy when they go viral, but I started to regret the moment I made a move. The Kondratiev cycle theory is starting up again, but the premise that liquidity will be abundant in 2026 needs to hold true. Zcash, the privacy coin, has been neglected for a long time, but suddenly people are starting to pay attention. Institutions allocating digital assets to treasuries... sounds grand, but in reality, it's just a few players involved.

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Tokenomics911

· 01-08 15:46

Kondratiev cycles, treasury allocations... It sounds grand, but to put it simply, it's still the same—when liquidity comes, go all in; when it doesn't, just relax and wait. ETH 8500? Let's first see if it can hold steady above 7000 before talking about that. I really don't understand Solana's meme coins; it feels like hot potato, whoever catches the last one is doomed. Privacy coins are somewhat interesting, but Zcash has indeed lost its presence over the past few years. If institutional treasury allocations really get implemented, that would be amazing. For now, it's just talk.

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FloorSweeper

· 01-08 13:21

8500？Can ETH stabilize this wave, feels like it's about to hit a new high again... The meme coin craze on Solana is so hot, be careful not to get caught off guard I've heard the K-wave cycle theory too many times, but I still trust technical analysis more Privacy coins are worth paying attention to, it's really time for Zcash to turn things around If MSCI really makes this move, institutions will follow, and then it will be quite a show Honestly, the 2026 expectations are probably already priced in, chasing high now is a bit reckless High liquidity means a short exit window, so you need to guard your positions well

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FlashLoanKing

· 01-08 13:21

The K-wave cycle theory is back again. Is this time reliable? Anyway, I’m all in. Wait, is MSCI really going to include digital asset companies? If it happens, it’ll skyrocket. Solana meme coin hype... another round of rug pulls, I guess. ETH 8500 still feels too optimistic. Let’s see if it can hold above 7000 first. Privacy coins are about to rise? Zcash has been silent these past few years; we need to keep an eye on it. Reevaluating the treasury allocation is the real game-changer, much more reliable than technical analysis.

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LiquidatorFlash

· 01-08 13:12

8500? Hmm, let me calculate the liquidation risk threshold... Liquidity is abundant and sounds great, but once negative feedback is triggered, it's game over.

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DegenWhisperer

· 01-08 13:12

The K-wave cycle theory is back again, always sounding pretty impressive haha 8500? Can ETH reach that level this time? Anyway, I'm still waiting The hype around Solana's meme coins, honestly, is driven by gambler mentality. How long it can be pumped up remains to be seen Institutions re-evaluating treasury allocations? Does that mean they're about to enter the market? I'm a bit confused Privacy coins are making a comeback? Zcash, this old-timer, still has people paying attention?

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