2025-12-30 00:45:19

I heard that some investment institutions analyze the market like this: Meme coins and those NFT projects with high FDV and low circulation might really cool down after this wave of market activity.

They predict that by 2026, the total number of tokens issued in the industry will significantly decline, and investors' focus will shift more towards mainstream assets like BTC and ETH. What's even more interesting is that institutional funds will no longer invest aimlessly but will start to carefully evaluate whether projects have genuine value capture mechanisms, especially in the DeFi sector.

What does this mean? Projects supported solely by hype and stories may find it harder to survive, but those with practical applications and the ability to generate real revenue in DeFi protocols will attract more institutional investment. In simple terms, the industry is moving towards a more rational and professional direction.

BTC0,15%

ETH0,29%

MEME-2,4%

DEFI-1,76%

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FlashLoanLord

· 10h ago

Wake up, someone is saying to be rational again. Can we believe it this time? --- Is meme coin really dead? But this kind of rhetoric happens every cycle... --- Sounds good, but institutions are just following the trend. Now they’re hyping DeFi, next year it’ll be something else. --- 2026, huh? Can I still buy the dip now? --- High FDV projects are cooling off, my Bag is about to be finished, right... --- Finally someone dares to tell the truth. This round really depends on fundamentals. --- Laughing to death, institutions seriously look at value, but I always feel their "value" is still just hype. --- So now, is it just about holding BTC and ETH? --- Are DeFi yields real? I don’t even dare to touch these yields now. --- It’s always "developing towards rationality," I’ve heard this so many times my ears are getting calloused.

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RetailTherapist

· 10h ago

Haha, institutions are only now starting to look at the fundamentals? You're late, buddy. That's right, Meme coins should have cooled off a long time ago. Watching the FOMO of the newbies in the group over those crappy projects every day is really getting tiring. Is there real value or is it just another washout? Let's see in 2026. Anyway, I don't believe in this batch.

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OPsychology

· 10h ago

Institutions are starting to identify them, now those projects that rely solely on storytelling will be panicking.

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SwapWhisperer

· 10h ago

Are institutions starting to pick projects? What about my Meme coins haha The industry shakeout should have come long ago, a bunch of worthless projects need to die It's still early until 2026, who knows what will happen, anyway I’m still dollar-cost averaging into BTC Does this analysis sound like it's just giving a thumbs-up to your holdings? Real value capture mechanisms? Most projects don't have any at all A cooling-off period is good, to clear out the trash projects. DeFi is the future Projects with real applications should indeed be more valuable, but right now it's just a bubble Institutions are getting serious, retail investors better be careful There are several more waves of market trends before 2026, don’t rush to be pessimistic That’s what they say, but in the end, it’s still traffic and popularity that matter

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SerNgmi

· 10h ago

Damn, are you still badmouthing Meme coins? If this wave really cools down, I would have been liquidated long ago, haha. I'm convinced that institutions are accumulating DeFi, but to be honest, who knows what will happen in 2026? Anyway, I'm still fighting now. Projects with real yield are indeed attractive, but don't overestimate the rationality of institutions... in the end, they are just following the trend.

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