Completely agree with this framing. Q1 2026 is shaping up to be the cleanest flow-through we’ve had in years: • BTC gets its macro + supply bid • ETH/BTC rotation unlocks majors • Infra (L2s, execution layers, data availability, compute marketplaces) wakes up • Only after that do alt rotations broaden Ready?
CyrilXBT
@cyrilXBT
2026 IS GONNA BE A GOOD YEAR FOR US
Here’s what’s actually bullish in Q1 2026 (and why most people will miss it 👇)
1) Macro clarity = capital finally stops hesitating
By Q1, big uncertainty is mostly priced in:
> policy direction becomes clearer
> fewer surprise headlines
>
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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