As of February 12, with the first quarter of 2026 approaching its end, whether altcoins still have a rebound opportunity has become a focal point in the market. Currently, sentiment remains weak, and most altcoins are in a deep correction phase. Analytical firm Swissblock pointed out that its altcoin pulse signals indicate that while downward momentum is showing signs of slowing, there is no clear reversal signal yet, and a full recovery in the short term remains unlikely.
From on-chain data and price structure, since Bitcoin broke below a key threshold in mid-January, selling pressure on altcoins has intensified, and capital outflows have accelerated. Meanwhile, only a few altcoins remain above the 200-day moving average, indicating that most projects are still in a downtrend. Technical analysis shows that a bullish signal would only be confirmed if the positive signal line crosses above the negative momentum line in the future, potentially signaling a new bullish trend.
Performance across different sectors has also shown clear divergence. Arkham data indicates that tokens related to artificial intelligence have averaged over a 50% decline in the past month, similar to the decentralized finance sector, making it the deepest correction area. In contrast, the decline in the real-world asset sector has been relatively smaller, with some on-chain stocks and index-like assets serving as temporary safe havens for capital.
Until macroeconomic conditions improve significantly, the overall altcoin market will continue to face pressure. The weak performance of Bitcoin and Ethereum prices continues to limit market risk appetite. However, historical experience suggests that extreme sell-offs often lay the groundwork for a phase rebound. Once sentiment recovers, projects with technical and application advantages may be among the first to emerge from a correction.
For investors paying attention to “altcoin trends in the first quarter of 2026,” it is more appropriate now to observe signal changes and capital flows rather than blindly chasing rallies. The short term remains a consolidation phase, but structural opportunities are brewing.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
The loss from mining a single Bitcoin is approximately $19,000, and mining companies are accelerating their transition to AI and high-performance computing businesses.
Gate News reports that on March 28, the current mining of a single Bitcoin faces a loss pressure of about $19,000. Mining companies are accelerating their transformation towards artificial intelligence (AI) and high-performance computing (HPC), and are funding related infrastructure investments by selling part of their BTC reserves. According to CoinShares data, publicly listed mining companies have announced a total value of over $70 billion in AI and HPC collaboration projects, indicating that the industry as a whole is transitioning towards computing power services.
GateNews46m ago
BTC ETF has regained $3.0 billion in outflows since the “1011 crash,” and by year-to-date the liquidity position is approaching flat
Gate News reports that on March 28, according to Bloomberg ETF analyst James Seyffart, between October 2025 and the end of February 2026, Bitcoin ETFs recorded about $9 billion in outflows, of which approximately $3 billion has been recovered. Although the overall net outflow since the "1011 crash" still exceeds $6 billion, looking at the performance this year, the inflows and outflows of Bitcoin ETFs have nearly balanced out, indicating a certain recovery in market sentiment.
GateNews1h ago
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition
The bitcoin mining industry is undergoing the most fundamental transformation in its history, and the clearest sign isn't the hashrate or the difficulty adjustments. It's the balance sheets.
CoinShares' Q1 2026 mining report, published this week, reveals that the weighted average cash cost to
CoinDesk1h ago
