What's driving market sentiment into 2026? A closer look at the investment thesis shaping crypto portfolios this cycle. Industry research firms have laid out their key predictions, and the patterns are telling us something about where capital is flowing. Bitcoin and Ethereum continue to anchor institutional and retail allocations alike. The question isn't whether these assets matter—it's what narrative shift is happening around them. Real money is already pricing in 2026 scenarios. Whether it's macro tailwinds, protocol upgrades, or pure momentum, understanding what investors are actually accumulating tells you more than the noise. Worth paying attention to which theses are holding up and which ones need recalibration as we move through the cycle.