Аналитики предсказывают второй ренессанс альткоинов: капитал начнет уходить к устойчивым проектам Translation: Analysts Predict a Second Renaissance for Altcoins: Capital Will Start to Flow to Sustainable Projects

Analysts at Delphi Digital believe that the era of synchronized altcoin growth has come to an end. By 2026, capital will be concentrated in projects that demonstrate proven value and offer in-demand products.

Experts suggest that the market is transitioning from a speculative phase to one characterized by structural demand and genuine economic activity.

Three key factors are putting pressure on the sector:

In this environment, investors are likely to gravitate towards projects with backing from exchange-traded funds, revenue generation, and buyback programs, as well as applications that address specific user needs.

«The winners will be the teams that can establish sustainable competitive advantages in segments where real economic activity is occurring,» predicted Delphi Digital.

Specialists anticipate that in the coming year, perp-DEXs will increasingly begin to displace traditional financial institutions. They believe these will evolve into a unified universal infrastructure that replaces the fragmented stack of traditional finance (TradFi).

Hyperliquid is already developing a native credit market. Such platforms can simultaneously serve as a broker, exchange, custodian, bank, and clearinghouse «within a single smart contract.»

Delphi Digital has also highlighted the following key trends for 2026:

Notably, analysts at a16z crypto have predicted growth in the markets for prediction and ZK-proof technologies.