Cryptocurrency evaluation agency Messari has shared its predictions for the sector in 2026 in a brand new report.
The report claims that 2025 will likely be a extremely polarizing 12 months for the crypto business, with the market providing vastly completely different experiences to completely different gamers.
Messerli stated that whereas 2025 would be the greatest 12 months in crypto historical past for Wall Road-based institutional traders, it stands out as a tough interval for particular person traders and community-focused contributors that has fallen in need of expectations.
The report states that Bitcoin has clearly separated itself from all different crypto belongings and solidified its place because the dominant cryptocurrency. The comparatively weak efficiency seen within the second half of 2025 was primarily as a result of promoting stress from older, high-value wallets. Messerli predicts that this isn’t a everlasting or structural drawback and that Bitcoin’s financial story will stay intact in the long term.
The report notes that the valuation of many Layer 1 (L1) networks is more and more decoupled from basic metrics. Messari famous that L1 revenues have declined considerably year-on-year, and stated present valuations are more and more primarily based on expectations of a “financial premium.” With a number of exceptions, L1 tasks are anticipated to underperform Bitcoin over the approaching interval.
Ethereum stays some of the mentioned belongings within the area. Though questions on its worth accumulation haven’t fully disappeared, it has been argued that the market will begin pricing ETH as a “cryptocurrency” much like Bitcoin in late 2025. Messerli predicts that Digital Treasure (DAT), centered round Ethereum, may expertise a “second life” if a brand new bull market emerges in 2026.
In keeping with Messari, Zcash (ZEC) is not only a area of interest privateness coin. It’s at present priced as a personal cryptocurrency. ZEC is positioned as a complementary hedge to Bitcoin as surveillance, company controls, and monetary pressures enhance.
*This isn’t funding recommendation.
