"IOSG's Ninth Year: Restructuring and Structural Opportunities in the 2026 Crypto Market" (Author: IOSG Ventures Team) Ethereum and Bitcoin share macro risk characteristics—sensitivity to AI stocks, fiscal policy, and Federal Reserve liquidity conditions; as long as major economies rely on sustained monetary supply growth, devaluation will remain the primary driver pushing non-inflationary assets higher for the long term. Breaking this link with the current economic agenda will be difficult; over the past three years, the industry has relied on a fundamentally flawed mechanism: low circulating token issuance. Projects issue tokens with very low circulating supply to artificially maintain an overestimated fully diluted valuation (FDV), but low circulation cannot last forever. As more supply inevitably enters the market, prices will collapse. Read more:
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"IOSG's Ninth Year: Restructuring and Structural Opportunities in the 2026 Crypto Market" (Author: IOSG Ventures Team) Ethereum and Bitcoin share macro risk characteristics—sensitivity to AI stocks, fiscal policy, and Federal Reserve liquidity conditions; as long as major economies rely on sustained monetary supply growth, devaluation will remain the primary driver pushing non-inflationary assets higher for the long term. Breaking this link with the current economic agenda will be difficult; over the past three years, the industry has relied on a fundamentally flawed mechanism: low circulating token issuance. Projects issue tokens with very low circulating supply to artificially maintain an overestimated fully diluted valuation (FDV), but low circulation cannot last forever. As more supply inevitably enters the market, prices will collapse. Read more: