Cryptic2442

There are five narratives I expect to have strong momentum in 2026
-Privacy
-Robotics
-Sol Perps
-Prediction markets
-Ownership coins
Of the above, I think privacy will be the first narrative to play out in 2026 in Q1.
Robotics I see as the best chance of crypto seeing a similar season to the ai one we saw play out in Q4 2024. In my view a big part of why ai szn took off exponentially in crypto was because at the time it was one of the few ways retail could get liquid ai exposure with minimal friction. I foresee a similar scenario playing out with robotics this year ahead of a few strong

Some tasty Christmas discounts today
Confident that buying good plays today will pay off well in Jan

The worst kind of people are those who changed their lives by making a fortune through crypto and then decide to hang around constantly slagging off the very space that’s made them

Onchain renaissance

State of play for ownership coins
A look at each vetted launch and what the current outlook is like for them:
$Umbra - Mainnet imminent, some sell the news leading to it as well as general weakness of ownership coins given the weakness in $Avici which has been acting as the leader.
Currently trying to form support after a 50% correction, I’d say anything from $1.1-1.25 should prove be excellent value given there’s lots of catalysts ahead still for umbra from now till Jan with their mainnet going live, partnership announcements and arcium going live.
$Avici - The established leader of ownersh

There’s always an ownership coin outperforming somewhere

Feel like interest in memes is slowly but surely creeping back….
Encouraging signs and finally seeing some memes which actually have something fresh about them
I’m confident being tapped in onchain next few weeks whilst most aren’t paying attention will pay off

Whilst the performance of crypto vs equities has been disappointing this year, I wouldn’t be so quick to make conclusions based on just this year. As always some wider context is required.
Since 2012, Btc has outperformed the S&P 500 10 years out of 13.
This is the first year of underperformance since 2022, and btc has never had two consecutive years of underperformance vs stocks.
Let’s see how bitcoin bounces back next year but if there’s one attribute btc has repeatedly shown, is its resilience and ability to repeatedly come back strongly after setbacks.

In uncertain market conditions, you want to be buying coins which:
- Have ‘outside bid’ (vc + institutions)
- Strong catalysts imminent
- Show strong reactions on dips
Umbra mode

Good onchain alts not putting in lower lows vs btc.
If yours are putting in new lows then you’re in the wrong plays.

Bounce week

Onchain weekend

This avici run is the kind of move that ignites an onchain szn

If Avici is Visa
What’s Mastercard?

The coins look good

Equity top
Crypto bottom
The natural progression of capital is from equities > crypto
End of gov shutdown in the next week is the perfect catalyst to drive crypto higher

Would really love a good perp dex on Solana