I'm looking at 2026 through a single window:

A year where infrastructure wins and stories lose.

The upward movement of BTC with regulatory clarity tells me:
The market is no longer asking “what do you promise,” but “what works.”

That’s why my focus is on three points:

• Autonomous systems: On-chain structures that operate without human intervention and make their own decisions
• Compliant assets: Products that can attract institutional capital without gray areas
• Scalability: Layers that enable these structures to operate at low cost

In 2026, what I seek is not hype;
but infrastructure that produces data, generates returns, and does not conflict with regulation.

Some projects are at the center of this transition:
Those producing real use cases on AI,
Those building institutional bridges on RWA,
And those capable of bearing the load in infrastructure.

I am not rushing this cycle.
I believe the right structures will be rewarded over time.

This is my starting note for 2026.

More will be written in charts and on-chain.