@wmougayar

What will ETH’s % dominance be in 2026 vs. BTC vs. ALTs? Read my prediction: 👇 Over the past three years, crypto market structure has undergone a clear reordering. Bitcoin’s dominance rose sharply—from roughly 39% at its lows to as high as 65%—as markets increasingly recognized Bitcoin as a category of its own: a “special snowflake” asset positioned as digital gold. That re-rating came largely at the expense of the rest of the market. At the peak of Bitcoin’s dominance surge, Ethereum’s share fell materially, declining from approximately 18% to a low near 9%. This wasn’t a rejection of Ethereum’s fundamentals, but rather a reflection of capital concentrating around the clearest, simplest narrative during a risk-off phase. What’s notable is what has happened since. Over the past few months, Ethereum’s dominance has been steadily recovering, recently reaching 14%, while Bitcoin’s dominance has eased to roughly 57%. This shift suggests the market is beginning to differentiate again—moving beyond a single-asset safety trade and re-engaging with structural fundamentals. Looking ahead, the more likely trajectory is not a reversal of Bitcoin’s status, but a rebalancing of dominance. Bitcoin is expected to remain the anchor asset, stabilizing in a 45–50% range. Ethereum, however, appears positioned to continue gaining share as its role as economic and settlement infrastructure becomes clearer, with a plausible path toward roughly 25% dominance sometime in 2026. If that reallocation plays out, it implies a necessary compression elsewhere. The broad altcoin category—which expanded during periods of speculative excess—would suffer the most and likely shrink from roughly 28% of the market to a more sustainable 20–25% range. In other words, this is not about the market maturing—recognizing that crypto is no longer one trade, but a system with distinct assets serving distinct economic roles.

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