Everyone is watching prices. Few are watching narratives.
In 2026, the real rotation is not just BTC → alts.
It’s:
- AI x crypto (agents, infra, data) going from pure hype to actual tools people use.
- RWA, ETFs and regulation quietly turning crypto into a serious portfolio building block for institutions.
- Meme coins staying as the purest „attention trade” – when they start running, retail risk appetite is usually back on.
My playbook here:
1️⃣ Map the top narratives.
2️⃣ Find the 1–2 strongest projects in each (real users, real products).
3️⃣ Ignore the rest of the noise.
In crypto, price follows liquidity – and liquidity follows narrative.
Which 2026 narrative are you positioning for: AI, RWAs, ETFs, or memes? 👇