As everyone's attention is focused on Bitcoin spot ETFs, some less conspicuous projects are quietly changing the entire industry landscape behind the scenes.

Recently, I have been pondering where true excess returns come from. The answer is straightforward—it's from those who accurately grasp market non-consensus judgments. While everyone is chasing "stars" like Bitcoin and Ethereum, altcoins that focus deeply on niche tracks may offer you unexpected gains.

To use a football analogy, the forward scores and takes all the applause, but the midfielder who provides assists is the one truly deciding the outcome of the game. The same applies to the 2026 crypto market—those overlooked infrastructure projects could be the key players.

**Why is infrastructure worth paying attention to?**

I am particularly optimistic about the infrastructure track in the crypto world. These projects may not be glamorous, but they are the neural centers that keep the entire ecosystem running smoothly. Take cross-chain ecosystems as an example—

Wallet applications like Bitget Wallet are not just about asset management. They integrate core capabilities such as MEV protection and cross-chain exchanges. As the multi-chain era deepens, the value of such infrastructure will become increasingly prominent.

Polkadot (DOT), although not as hot as in previous years, with its unique parachain architecture and relay chain design, quietly supports the operation of the entire cross-chain ecosystem. The value of projects like these is often underestimated.