Don't Ask What Coins to Buy in 2026: Find Out Where the Money is Going First Just finished reading IOSG's crypto investment reference, The writing is really impressive. The only issue is It's too his mother long. I'm a little tired. But if I had seen this thing earlier, Many debates this year actually don't need to be argued about at all. Because of this report, I have already explained the narrative mainline for the next one or two years very clearly. In summary: The market enters the next stage: Money starts picking positions, not stories. one ️⃣ Let's first clarify a reality: the money is still there, but it's not running around anymore Recently, everyone's physical sensations have been similar: The market is difficult to handle, The rebound lacks sustainability, A wave of imitations is not as good as a wave. But it's not because there's no money left. But money started to be very picky. It no longer pursues concepts, No longer paying for grand narratives, I also don't want to bet on the future with the project. The current money is only taking a very practical path: A place that can be explained clearly, managed, and written into compliance documents. This matter is more important than any single currency. two ️⃣ Bitcoin: has completely become a macro asset What will BTC do next? It's not that mysterious anymore. It is no longer driven by internal events within the encryption circle, It is also difficult to see an 'independent market trend' again. ETFs have already consumed the first wave of structural demand, The government's attitude is also very clear: Not buying, but not blocking. So there are only three things left that truly affect Bitcoin: Is liquidity loose or not Do risk assets as a whole dare to rise Does the macro environment provide space in other words Bitcoin has been put into the 'large asset pool'. It is more like a high beta macro asset, Instead of an engine that always comes with its own story. three ️⃣ Ethereum: Not easy to speculate on, but is becoming the default option Many people have clearly lost patience with ETH. Slow, expensive, complex, and price dragging, These roast are valid. But if we look at it from a different perspective: Who else can truly undertake the chain of long-term and large-scale funds? The billions of newly added stablecoins, Most of them still circulate within the Ethereum system. The reason is not romantic, it's all reality: I have been running for ten years without any systematic accidents Capable of handling large amounts of funds, not afraid of stepping on landmines DeFi is really useful, not PPT Relatively acceptable from a regulatory perspective ETH is becoming less and less like a benchmark for short-term trading, But more like a part of the financial system. The characteristic of this asset is only one: It won't rise first, But once it is treated as infrastructure, The position is difficult to shake. four ️⃣ Solana: The problem is never just whether it's fast or not The controversy surrounding Solana, Essentially, it's never just a technical route. But in the past two years, What is it mainly carrying. Meme、 Casino, fast in, fast out. The data is also very direct: User churn exceeds 98%. This prosperity, There will definitely be residual effects. When emotions recede, The market is no longer concerned with TPS, But a more direct question: What long-term useful structures have you left behind? Solana is not without opportunities, But it must make a choice—— Either truly delve into DeFi, Either directly benchmark the trading infrastructure. Being caught in the middle for a long time, It is the most dangerous state. five ️⃣ Putting these together, the changes are already quite evident The entire cryptocurrency market, It is being institutionalized and absorbed. So the funds began to flow highly concentrated in several directions: BTC → Macro Risk Asset ETH → On chain financial infrastructure Stablecoins → Extension of Digital Dollars RWA/treasury bond → On chain mortgage and settlement layer Trading and derivatives → Only a few platforms capable of undertaking scale remain Money no longer pays for emotions, But choose a location that is allowed to exist for a long time. six ️⃣ So, the problem really needs to be changed I am still repeatedly asking: What currency should I buy in 2026 This question itself is a bit outdated. The more crucial issue is actually this sentence: Next, where will the big money allowed by the system, regulation, and institutions flow to? The answer is not complicated. It won't chase high volatility, I won't accompany you to gamble on emotional reversals, We will not pay a premium for the concept either. It only goes: Capable of compliant custody Can be audited Capable of undertaking scale Can exist for a long time When the rules begin to take shape, When the boundary is clearly drawn, The market ultimately rewards only one thing: Have you ever stood in a place where money must pass through. This is what truly matters after 2026.