Analyst Predicts 2026 Won't See Major Altcoin Rally, Blue-Chip Coins to Dominate

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Jeff Ko, CoinEx Research’s chief analyst, said the 2026 market rally may favor blue-chip coins over altcoins to watch. He noted liquidity will likely concentrate on top-tier projects with strong brand recognition, leaving most altcoins underperforming. Global liquidity is expected to improve slightly, but uneven central bank policies will cap gains. Bitcoin’s price sensitivity to M2 growth has weakened since the 2024 ETF launch, with a $180,000 target by 2026 in the firm’s base case.
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