Delphi Digital announces the end of the altseason era - ForkLog: cryptocurrencies, AI, singularity, the future

# Delphi Digital announces the end of the altseason era

The era of synchronized altcoin growth has ended, according to Delphi Digital analysts. In 2026, capital will be concentrated in projects with proven value and in-demand products.

https://t.co/m1EcOi3uNS

— Delphi Digital (@Delphi_Digital) January 13, 2026

According to experts, the market is transitioning from a speculative phase to a stage where structural demand and real economic activity play the main roles.

Three factors are putting pressure on the sector:

1. Resource Competition. AI, robotics, and biotech sectors are diverting capital and skilled personnel.
2. Liquidity Concentration. The main flow of funds is directed into Bitcoin-based ETFs and major altcoins.
3. Supply Growth. Upcoming token unlocks on $3 billion will create additional pressure on prices.

Under these conditions, investors will gravitate toward projects supported by exchange funds, revenue, buyback programs, and applications that solve specific user problems.

“The winners will be those teams that can build sustainable competitive advantages in segments where real economic activity occurs,” — predicted Delphi Digital

Perp-DEX as the “New Wall Street” and other forecasts

Experts expect that in the coming year, perp-DEXs will begin to more actively displace traditional financial institutions. They believe these will become a unified, universal infrastructure replacing the fragmented TradFi stack.

Hyperliquid is already building a native lending market. Such platforms can simultaneously act as brokers, exchanges, custodians, banks, and clearinghouses “within a single smart contract.”

Delphi Digital also highlighted the following key trends for 2026:

• AI agents will start executing transactions through protocols like x402 and ERC-8004, creating autonomous economies;
• Prediction markets will become infrastructure for TradFi;
• Platforms creating demand for stablecoins will take a share of their issuers’ revenue;
• Unsecured DeFi lending will cease to be a risky experiment and will become a reliable financial infrastructure thanks to technologies like zkTLS;
• The tokenized forex segment will attract even more users;
• Bitcoin and gold will become the main assets for hedging risks of national currency devaluation;
• Crypto exchanges will transform into “super apps”;
• Privacy infrastructure will catch up with demand

Recall that a16z crypto analysts forecasted growth in prediction markets and ZK proofs