#美国探讨BTC作为战略资产的可行性 2026 Cryptocurrency Market Landscape Experiences a Major Reversal: Price Surge Is Not the Focus, Ecosystem Reshaping Is the Key

Recently, a industry forecast list for 2026 has been circulating in the crypto community. The interesting point isn’t about Bitcoin reaching $150,000— the real plot twist is hidden behind.

**Price Fluctuations Are Just Surface Articles**
Bitcoin breaking through $150,000? That’s just the beginning. The critical turning point lies in the battle for market share—what does it mean when BTC’s proportion declines? The opportunity window for altcoins and new public chains is opening, but it’s far from as simple as it seems.

**Power Transition in Public Chain Ecosystems**
The currently trending new chains may serve as cautionary tales by next year. Ironically, Ethereum and Solana, which many have underestimated, are attracting genuine smart capital and top developers back—these funds and talents are targeting neutral infrastructure tracks. The moat of public chains is actually wider than you think.

**The Endgame of DEX Ecosystem Is Set**
Perpetual contract markets are about to enter an oligopoly era. Three leading DEXs will share over 90% of liquidity, leaving little room for others to survive. This is not speculation; it’s an inevitable result of market concentration.

**The Hidden Battle of Stablecoin Supply Expansion**
From now until 2026, stablecoin supply is expected to surge by 60%. Behind this is the loosening of USDT’s dominance—new challengers are already prepared. The landscape appears calm, but undercurrents are surging.

**Regulatory Certainty Brings New Rules of the Game**
The US “Clarity Act” has moved from controversy to reality, meaning industry rules are officially codified. What to play and how to play it will no longer be in a gray area but within a clear legal framework. This is good news for compliant institutions and a death knell for illicit activities.

**Cold Reflection on the AI Boom**
Don’t be fooled by the hype around AI in the crypto space. By 2026, AI will mainly serve as an auxiliary tool—such as code auditing, intelligent risk control, and vulnerability detection. The revolutionary applications hyped as groundbreaking are mostly still in laboratories and far from commercial use.

**The Most Disruptive Change: Traditional Capital Enters**
Traditional financial giants are about to heavily invest in DeFi, with investment proportions exceeding 20%. This is not just about money flowing in—control over rule-making is also shifting. In the future, the way the crypto world operates may be dictated by these giants.

Price is just the surface; the reshuffling of track layouts is the iceberg lurking beneath the water. In this prelude, are you seeing opportunities or sensing risks?