CoinEx Analyst Predicts Altcoin Market Weakening in 2026

CoinEx Research’s chief analyst Jeff Ko predicts altcoin rallies may weaken in 2026, leaving only blue-chip cryptocurrencies dominant in the market.

The potential market shift could impact retail investors and highlight central bank policy influences on global liquidity, complicating broader cryptocurrency investment strategies.

Altcoin Rally Concerns Amid Central Bank Policy Shifts

Jeff Ko, CoinEx’s Chief Analyst, anticipates that altcoin rallies could weaken starting in 2026 due to a shift in investor focus. His forecast highlights a growing preference for blue-chip cryptocurrencies which are expected to capture more liquidity. This comes amidst differing central bank policies that may impact global liquidity trends.

As a result, retail investors might face challenges, with only major cryptocurrencies likely to draw significant liquidity. While Ko maintains a moderate positive outlook for 2026, expectations of a sweeping altcoin rally may not materialize.

The market response includes notable figures like Raoul Pal and Arthur Hayes, although they haven’t directly addressed Ko’s prediction. The broader community, while intrigued by Ko’s views, remains wary of banking deregulation phenomena. Ko’s insights may prompt institutional adjustments as participants reassess cryptocurrency strategies.

Blue-Chip Cryptocurrencies to Dominate Liquidity in 2026

Did you know? Jeff Ko’s comments suggest a parallel to 2017 when blue-chip cryptocurrencies dominated capitalization, leading to decreased retail-driven altcoin performance.

Bitcoin, currently priced at $87,362.59, has a market cap of formatNumber(1744271555425, 2). Its market presence stands at 58.92%, according to CoinMarketCap. Within the last 24 hours, Bitcoin experienced a 1.94% drop. Despite recent downturns, the cryptocurrency saw a modest 1.10% weekly increase, although a 60-day review reveals a 21.40% decline.

Insights from Coincu’s research team suggest potential financial and regulatory shifts could arise from increasing institutional interest in crypto, possibly altering traditional investment models and regulatory frameworks globally. Ko’s insights reinforce ongoing changes and recalibrations in digital asset management strategies.