CoinEx’s Jeff Ko tells Cointelegraph there likely won’t be an altseason in 2026 as liquidity will flow into the top cryptocurrencies.
The typical altcoin rally is likely to wane next year, with only “blue chip” cryptocurrencies seeing the lion’s share of liquidity, says CoinEx Research chief analyst Jeff Ko.
“Retail investors expecting a rising tide to lift all boats will be disappointed,” Ko told Cointelegraph. “We predict no traditional altseason; instead, liquidity will be ruthlessly selective, flowing only to blue-chip survivors with real adoption.”
Ko anticipated “modest global liquidity tailwinds in 2026,” tempered by divergent central bank policies, but added that Bitcoin’s historical sensitivity to the M2 money supply growth “has softened since the 2024 ETF launches, with correlation diminishing.”
