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For 2026

CN
Ignas | DeFi Research
Follow
3 months ago
AI summarizes in 5 seconds.

For 2026, I don’t wish for alts to die.

The CT consensus is 'alts will go to zero.’

Maybe. But imagine how boring crypto becomes without them.

Just BTC, ETH, SOL and a few outliers to bet on.

What do we even do on CT then?

No wonder many already leave crypto and trade equities or gold/silver. At least there the risk reward makes sense.

Even AAVE, supposedly THE DeFi app with PMF, is now a hostage by the entity that's supposed to help $AAVE holders.

You might think this is bullish as capital and attention finally concentrate into a few ‘serious’ assets.

But crypto is a memetic industry. It runs on narratives, vibes, and social coordination.

Bitcoin itself is the biggest memecoin ever created with value coming from stories we attach to it. If people leave, the story gets weaker, with the price going down with it.

Alts, including NFTs, are where crypto native culture is. Where new users, builders, and narratives start.

Thanks to speculation surrounding alts, we funded innovation that's slowly being integrated into the new financial rails. Just without the upside of 'winning' as we allowed us to get fooled by equity/token misalignment (Axelar, etc).

If alts die, then the people leave.

Especially as BTC, Ethereum, stablecoins etc. are being absorbed by institutions.

Without alts, Ethereum and Solana just become backend infrastructure for TradFi 2.0. Alts is the reason we use these chains.

Payments and stablecoins won't keep the crypto native culture alive.

Ethereum and Solana will be completely soulless. Useful and profitable for the same institutions we were supposed to challenge.

No space left for the cypherpunk vision that made crypto worth caring about in the first place.

So for the year 2026 I wish for an alt season that actually makes sense, with redesigned tokenomics and real ownership.

Is that too much to ask :(


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