TLDR:
- Bitcoin maintains liquidity anchor status with spot order sizes consistently above $100,000 mark.
- Ethereum shows strongest institutional framework among tracked assets with 8% year-to-date gains.
- Solana functions as early risk indicator with 12% YTD performance driven by decisive capital flows.
- On-chain metrics reveal large institutional players, not retail traders, currently shape market trends.
Cryptoquant analyst XWIN Research Japan has revealed five crypto assets under active consideration by its DeFi Fund heading into 2026.
The selection prioritizes Bitcoin, Ethereum, Solana, BNB, and XRP based on liquidity quality and capital durability rather than short-term price movements.
Large institutional players, not retail traders, currently drive market positioning for these assets according to on-chain metrics.
Institutional Capital Shapes Market Structure Across Leading Assets
Bitcoin maintains its position as the market’s primary liquidity anchor with trading prices between $90,000 and $95,000.
Year-to-date gains stand at approximately 5 percent for the leading cryptocurrency. Spot average order sizes consistently exceed $100,000, indicating sustained institutional participation in the asset.
Ethereum demonstrates the strongest institutional framework among the tracked assets. Trading between $3,200 and $3,300 with 8 percent year-to-date gains, the network reinforces its role as core DeFi infrastructure.
On-chain order size data reveals professional capital allocation patterns that support long-term ecosystem development.
Solana trades near $140 to $145 with 12 percent year-to-date performance. The asset functions as an early indicator for broader altcoin sentiment shifts.
Decisive capital flows into Solana typically precede wider market movements, making it valuable for gauging institutional risk appetite.
BNB and XRP Complete the Portfolio with Distinct Positioning
BNB shows remarkable stability in its order-size profile while trading around $940 to $960. The token has posted 10 percent year-to-date gains.
As an infrastructure-driven asset, BNB serves as a reliable core altcoin holding within diversified portfolios.
XRP presents a different profile compared to the other four assets. Trading between $2.05 and $2.10, the token remains highly sensitive to regulatory and policy developments. XWIN Research positions XRP as a tactical satellite holding rather than a core portfolio component.
The DeFi Fund tracks these assets due to their deep connections within the decentralized finance ecosystem.
Current on-chain data suggests prices reflect large-player activity without showing signs of overheating. Participant quality metrics are improving ahead of corresponding price action across the five assets.
XWIN Research emphasizes that the fund focuses on structural capital positioning rather than momentum chasing.
While current market conditions remain relatively quiet, foundational shifts in capital allocation are occurring beneath surface-level price action.
The firm expects these positioning changes to influence market dynamics throughout 2026 as institutional participants continue building exposure.
The post Cryptoquant Analyst Tracks Five Key Crypto Assets for DeFi Fund in 2026 appeared first on Blockonomi.
Source: https://blockonomi.com/cryptoquant-analyst-tracks-five-key-crypto-assets-for-defi-fund-in-2026/
