$ETH - Ethereum is well-positioned for strong performance in 2026 due to technical developments including potential 10,000+ TPS on L1 within 2-3 years, and its superior culture of upgrading compared to Bitcoin's inability to adapt to threats like quantum computing
Bearish:
$BINANCE - Concerns about Binance's ongoing shadiness and lack of transparency despite regulatory actions, with exchanges remaining black boxes that play games
$MONAD - Skepticism about Monad's value proposition as scale and high performance are now table stakes, with technical performance alone insufficient for differentiation in 2025
$ALTCOINS - Altcoins showed extreme vulnerability during the October 10 crash with some dropping 90%+ in two hours due to systematic liquidation and market maker withdrawal