The times of altcoins getting cash from token launches and hype alone are over.
That is in line with CryptoQuant CEO Ki Younger Ju, who says there at the moment are 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 mentioning that “altcoins aren’t useless,” 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 sensible 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. In accordance with Ju, such tokens are backed by companies with income, have a longtime consumer base, and have proven long-term operational dedication. He urged that for such corporations, it generally made extra sense to challenge a token and checklist it on a crypto alternate 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” tasks can nonetheless provide 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 recently, leaping over 31% within the final seven days and virtually 70% throughout the final month. That push, supported by ETF inflows and powerful 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 urged that tasks “aligned with broader monetary tendencies,” together with stablecoins and real-world asset tokenization, in addition to AI brokers, which he believes could possibly be a “main progress space.”
Market Shifts Push Traders Towards Utility and Income
Ju’s take displays a wider change in crypto markets, with the speculative sectors that dominated previous cycles at the moment struggling for traction. For example, information just lately revealed 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 simply $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 displaying the place blockchain expertise can assist precise enterprise exercise fairly than simply speculative buying and selling.
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