🚨 Everywhere you look, it's all bad news! How much of your position do you still hold? —

1⃣ Analysts indicate that Bitcoin may form a bearish flag pattern, potentially dropping to $70,000.

2⃣ Foreign version of Liangzi, James Wynn, warns: the crypto and stock markets are about to face a "bloodbath."

3⃣ JPMorgan: The Fed's interest rate cuts are fully priced in, and a wave of profit-taking is expected.

When bad news concentrates, it's truly time to think! Because the market will never move in the expected direction when emotions are aligned.

So I've been pondering a question these past couple of days —

🔍 If this is chaos now, what might 2026 look like?

I’ve considered three relatively optimistic possibilities:

1⃣ The macro environment from 2024 to 2025 is extremely extreme: high interest rates persist + tight U.S. fiscal policy + ongoing geopolitical tensions + inflation pressures in major economies are all concentrated and explosive. Each factor is enough to change the logic of capital pricing.

Historically, phases where these macro parameters collectively deviate from the norm often require 1-2 years to recalibrate asset risk premiums.

In other words, 2026 is likely to be a year of position cleansing → valuation system reconstruction → emergence of major trends.

2⃣ Looking back at the past few years, the AI narrative should support the entire market in 2024-2025, especially in U.S. stocks. However, apart from MEME, AI has consistently lacked direct value support in Crypto.

In fact, what has been accumulating momentum in the past couple of years is the gradual commercialization of RWA, the continuous growth of stablecoin scale, and the increasingly clear institutional demand for on-chain finance, with financial infrastructure maturing.

Growth is already happening, and if these trends extend to 2026, it’s very likely that a new sustainable business model will emerge next year.

3⃣ A couple of days ago, I shared a chart showing the Nasdaq and NVDA rising strongly while BTC moved in the opposite direction.

I believe this divergence will not last long. When the macro environment is extreme → and then reverts in a large cycle, the correlation between assets usually converges again. One can refer to the turning points of 2016 and 2020 for guidance.

Thus, 2026 is likely to be the starting point for both traditional and crypto markets entering a new phase.

Having said all this, it’s essentially just speculation; everyone has different positions, which means their mindset and actions cannot be completely unified —

How the market ultimately moves is not determined by me, nor by these news reports, but by time.

However, one thing will not change:

Regardless of what the market looks like next year, the chips of wealth have already been redistributed.

I believe that 20% of people have already been washed out, and many won’t even realize it until they hit zero, as they are merely part of someone else's game.

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