CT consensus thoughts for 2026:

• BTC outperforms but quantum fears are real.

• Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021.

• Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens.

• Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument)

• Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026.

• High-FDV, low-float TGEs are perma shorts.

• RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples).

• Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens.

• As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance.

What seems to be missing is clear consensus on $ETH:

Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo.

Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps.

Like Facebook, Microsoft benefiting most from the rise of internet.

Anything I missed?

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