The times of altcoins earning money from token launches and hype alone are over.
That is in line with CryptoQuant CEO Ki Younger Ju, who says there are actually solely three classes that may survive into the long run.
The Period of Narrative-Solely Tokens Is Over
The analyst made his blunt evaluation in an early Wednesday thread on X, the place he began by stating that “altcoins aren’t lifeless,” however those who solely made cash from promoting narratives would quickly disappear from the crypto world.
He then made a structured case for why a selective publicity to a small subset of the asset class nonetheless is smart in 2026, placing emphasis on these with actual income, actual companies, and alignment with the place world finance is definitely heading.
The primary class he recognized is what he referred to as “world web corporations with tokenized market layers,” the place he pointed to Binance’s BNB Coin and the TON blockchain’s just lately rechristened GRAM token. Based on Ju, such tokens are backed by companies with income, have a longtime consumer base, and have proven long-term operational dedication. He prompt that for such corporations, it generally made extra sense to situation a token and checklist it on a crypto change than to pursue conventional fairness listings.
The second group the market watcher recognized had been DeFi protocols additionally with precise income. Right here, he namechecked Hyperliquid’s DEX, noting that tokens from such “high-quality” initiatives can nonetheless supply enormous upside, particularly if the groups behind them are credible, they’ve cash coming in, and their governance techniques respect holders.
Highlighting Hyperliquid was no mistake on Ju’s half, contemplating the HYPE token related to the platform has been doing loopy numbers currently, leaping over 31% within the final seven days and nearly 70% throughout the final month. That push, supported by ETF inflows and robust buying and selling exercise tied to SpaceX-linked perpetual contracts, noticed it attain a brand new all-time excessive simply above $76 on June 16.
Lastly, the analyst additionally prompt that initiatives “aligned with broader monetary developments,” together with stablecoins and real-world asset tokenization, in addition to AI brokers, which he believes may very well be a “main development space.”
Market Shifts Push Buyers Towards Utility and Income
Ju’s take displays a wider change in crypto markets, with the speculative sectors that dominated previous cycles at present struggling for traction. As an example, information just lately printed by CryptoRank confirmed that meme cash, which as soon as boasted a collective market cap north of $135 billion, have seen their worth shrink to only $24.5 billion within the final two years, with the sector falling by about 31% this 12 months alone.
In the meantime, in line with the on-chain technician, there’s been rising curiosity in stablecoins and tokenized shares, sectors which, in his view, are exhibiting the place blockchain know-how can assist precise enterprise exercise quite than simply speculative buying and selling.
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