ChainCatcher reports, according to CoinTelegraph, Jeff Ko, Chief Analyst at CoinEx Research, stated that the typical altcoin rally may weaken next year, with only ‘blue-chip’ cryptocurrencies likely to capture the majority of liquidity. Retail investors expecting all altcoins to benefit will be disappointed.
Ko anticipates a moderate positive impact from global liquidity in 2026, but divergences in central bank policies could dampen this effect. Since the ETF launch in 2024, Bitcoin’s historical sensitivity to M2 money supply growth ‘has diminished, with correlations decreasing.’
