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Hosts: Haris King, Ricardo, and Deji

Episode Disclaimer

The content presented in this podcast is intended for informational and educational purposes only1. It should not be considered as financial advice, and listeners are encouraged to conduct their own research or consult with a qualified professional before making any investment decisions.

The Top 10 Shakeup: Winners and Losers

The hosts analyzed the current Top 10—including Bitcoin, Ethereum, BNB, XRP, and Solana—to predict who survives the coming year.

• The BNB Mystery: BNB has seen massive growth, climbing from approximately $700 to a high of $1,300 over the course of the year.
• The "Washed" XRP Army: While BNB has consistently performed, the hosts noted that it has flipped XRP in market cap, suggesting the "XRP Army" is losing its influence.
• The Tron Factor: Tron has managed to ride every market wave to maintain a strong position, though the hosts are skeptical it will remain in the Top 10 through 2026.

The Solana "Slow Rug" Narrative

One of the most controversial segments of the episode focuses on Solana’s long-term sustainability and its hardware ecosystem.

• Mobile Support Issues: The hosts discussed Solana Mobile's decision to disable support for the original "Saga" device after only two years, which they described as a "slow rug" for early adopters.
• Meme Coin Reliance: Solana is viewed primarily as a "meme coin generator," and the hosts fear that if the meme narrative fades, the chain’s on-chain activity will collapse.
• The Polygon Comparison: There is a prediction that Solana could become "this cycle's Polygon," slipping significantly in the rankings as fundamentals are questioned.

The Decline of Cardano ($ADA)

The hosts addressed why the "favourite chain" of many OG influencers might be in serious trouble in 202611.

• "Dino Coin" Status: Cardano is at risk of falling into irrelevance because it lacks unique utility compared to its competitors.
• Developer Friction: The chain is criticized for not being developer-friendly, with its reliance on the Haskell language being a barrier to new talent.
• The Lobbying Gap: While founder Charles Hoskinson is praised for his crypto lobbying efforts, the hosts argue he needs to pay more attention to the chain’s actual performance and speed.

The 2026 Bear Market Outlook

The consensus for 2026 is a return to deep consolidation and downward price action15.

• The Q1 Trap: The team expects a rally in Q1 of 2026, which they describe as a "relief rally" or "dead-cat bounce".
• An "Ugly" Year: Following the Q1 rally, the remainder of the year (Q2, Q3, and Q4) is predicted to be "ugly" and bearish.
• Bitcoin Price Target: Predictions suggest Bitcoin could drop to $50,000 or less by late 2026.
• The Four-Year Cycle: Despite institutional money and ETFs, the hosts believe the traditional four-year cycle remains intact, though it may lengthen by four to six months.

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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.

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