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"Crypto’s poor performance in 2025 and the prospect of a bear market in 2026 has everyone wondering whether it makes sense to hold crypto at all in the coming months, and if so, which ones.
Although the answer ultimately depends on each person’s risk tolerance and time horizon, there are structural dynamics at play which could result in certain cryptos being more resilient than others.
That’s why today we give you the most comprehensive breakdown of what an optimized crypto portfolio for 2026 could look like. If you hold crypto, this is a video you can’t afford to miss!"
~ Coin Bureau
In this video, Guy analyses the shifting dynamics of the global financial markets and how they influence crypto portfolio strategies for 2026. He explains that 2025 saw a major rotation of capital away from US markets and crypto into international stocks and precious metals, driven by a weakening US dollar and geopolitical concerns. While this initially drained liquidity from the crypto space, the host suggests that as international markets become saturated, this capital may eventually flow back into digital assets, particularly altcoins favoured by global investors like Ethereum, Solana, and XRP. However, because 2026 is historically expected to be a bearish year for the broader crypto market, the video recommends focusing on stablecoins and tokenized real-world assets as potential portfolio anchors. Ultimately, the strategy emphasizes patience and monitoring institutional themes like tokenization, with the expectation that the market will become more explosive toward 2027 and 2028 once international liquidity cycles and clearer regulations fully align.
0:00 Intro
1:09 Why Did Crypto Underperform In 2025?
4:19 Global Capital Flows And The Crypto Market
8:14 Which Cryptos Will International Investors Buy?
12:06 Two Crypto Niches To Watch In 2026
16:00 Which Cryptos To Hold In 2026
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=_qVWp3C0D2g
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
