Analysts predict that a repeat of the altcoin rally is unlikely in 2026, and "blue-chip survivors" will ultimately prevail.

According to Mars Finance, on December 23, Jeff Ko, Chief Analyst at CoinEx Research, stated that the typical Altcoin rally may weaken next year, with only "blue-chip" cryptocurrencies receiving the majority of liquidity. "Retail investors hoping all Altcoin will benefit will be disappointed. We predict no traditional Altcoin rally season; instead, liquidity will be highly selective, flowing only to truly recognized blue-chip stocks." Ko anticipates a moderate boost to global liquidity in 2026, but divergent central bank policies will dampen this positive effect. He added that Bitcoin's historical sensitivity to M2 money supply growth since the launch of ETFs in 2024 "has weakened, and the correlation is decreasing." He further added that the firm's "baseline forecast is a target price of $180,000 for Bitcoin by 2026."