The crypto market is ushering in a key signal shift.

Recently, industry insiders on social media indicated that a super cycle may be brewing, but also cautioned for careful assessment. More importantly, US regulators have removed cryptocurrencies from the priority risk list for 2026—meaning the regulatory uncertainties that have long troubled the market are beginning to dissipate.

The combined effect of these two pieces of news is significant. Institutional investors' willingness to enter the market has clearly increased, and expectations for the practical application of tokenized assets have reignited. While industry insiders remain cautiously optimistic, the market sentiment shift is already evident, with many participants beginning to adjust strategies and increase long-term holdings.

The performance of ETH and BTC reflects this change. If the regulatory environment continues to improve, can crypto assets in 2026 break new highs? This question is fermenting across the entire market. Institutional allocation, retail participation enthusiasm, and policy support—all three dimensions point in the same direction.

For investors, the key is to assess how strong the substantive support behind this wave of market enthusiasm really is.