@wangzhilin
Post-unlock wave in early 2026 (e.g., EIGEN's Jan 1 unlock of ~37M tokens, 9.7% circulating supply), the Restaking sector has underperformed. Increased supply pressure and drying incentives caused TVL declines (e.g., Kelp DAO down ~10% from peaks), with liquid restaking tokens like EIGEN, REZ, and rsETH lagging amid broader ETH staking normalization.
Altcoin rotation opportunities are shifting to AI agents, DePIN, RWAs, and memecoins, which show relative strength as capital flows from BTC dominance into high-narrative sectors during the emerging 2026 bull phase.
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