Many people are still viewing the crypto market next year with the 2025 mindset—thinking it will either explode overall or decline collectively. In fact, this judgment is already outdated.

The real opportunities are hidden in the details of the FY2026 budgets of various countries worldwide. Policy orientations differ greatly among nations; some are tightening regulations and taxes, while others are releasing positive signals. This means that choosing the right sector is much more reliable than blindly buying coins.

**Hidden Opportunities in the US Market**

Everyone knows about the anti-CBDC and crypto legislation initiatives. What is truly easy to overlook is the "crypto stocks" sector. While Citigroup’s research department has lowered target prices for some crypto concept stocks, they remain bullish on leading targets—such as Circle (the issuer of USDC), with a target price of $243, compared to the current price of only $83, leaving a clear upside.

Compared to directly trading coins, crypto stocks have the advantage of being supported by traditional financial valuation systems. For investors with moderate risk appetite, these assets tend to have relatively controllable volatility and less psychological pressure.

**Policy Benefits in Nigeria, Africa**

This is often overlooked. Nigeria plans to implement a new crypto tax framework in 2026: profits from personal crypto transactions exceeding 800,000 Naira will be taxed at 25%, while companies with over 50 million Naira will be taxed at 30%.

At first glance, this seems negative, but think the other way around: prior to this, Nigeria’s crypto industry was in a regulatory vacuum. Now that a clear tax framework is in place, it signifies official recognition of the industry. This is undoubtedly beneficial for attracting foreign investment and regulating market order.

Especially the tax exemption threshold of 800,000 Naira is quite friendly to retail investors, which will likely stimulate local crypto trading activity. In the long run, compliant local trading platforms and related assets will become beneficiaries.