As Bitcoin enters a consolidation phase post-rally, signs of capital rotation are increasing. Analysts pinpoint Flare, SUBBD, and XRP as the three assets with complementary profiles to capitalize on the altseason 2026.
For analyst Michael van de Poppe, the current market configuration is a textbook case. As Bitcoin dominance (BTC.D) shows its first signs of weakness, liquidity is beginning to shift toward altcoins. Unlike previous cycles marked by pure euphoria, this late 2025 rotation appears to be driven by fundamentals: active addresses on Layer 2 networks are exploding and volumes on DEX (decentralized exchanges) are rising again.
This quiet accumulation phase suggests that we are definitively leaving the altcoin bear market behind. In this context, three distinct narratives are emerging: institutional interoperability, the Creator Economy boosted by AI, and regulatory compliance.
Flare is establishing itself as the critical infrastructure of this cycle. By solving the problem of access to decentralized data via its native oracles (FTSO), the network reached a major milestone last September with the launch of FAssets. This mechanism finally enables the injection of billions of dollars in dormant liquidity (such as XRP or BTC) into DeFi, without going through risky centralized bridges.
The impact on TVL (Total Value Locked) was immediate, recording an increase of nearly 38% following the integration of institutional players. With the EVM upgrade scheduled for December, Flare is positioning itself to capture cross-chain liquidity. Technical projections for 2026 target a return to $0.054, driven by real demand for yield on legacy assets.
On the utility use case front, SUBBD is attracting speculative capital seeking exposure to the Artificial Intelligence narrative. The project is tackling the Creator Economy market (estimated at $85 billion) by eliminating Web2 intermediaries. The value proposition relies on AI assistants capable of managing communities and voice cloning for content internationalization.
The success of its presale, which raised over $1.3 million, demonstrates appetite for decentralized business models. Analysts are watching this case for its asymmetric volatility potential: if the token manages to capture a fraction of the subscription market via its direct crypto payments, price targets for 2026 are set around $0.48, offering a risk/reward ratio typical of assets in price discovery phase.
On the opposite end of the risk spectrum, Ripple (XRP) benefits from a unique status since the official closure of the trial with the SEC in August 2025. This legal clarity has lifted the major brake that prevented financial institutions from using the asset for cross-border settlements.
XRP does not promise the explosive multiples of a low cap, but offers exposure to institutional liquidity returning to the market. In an altseason, capital tends to flow first into safe top 10 assets before trickling down lower. XRP is ideally positioned to serve as an entry vehicle for these traditional treasury flows.
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Gaston has been a writer for over 7 years and a passionate cryptocurrency enthusiast since 2020. He loves exploring the crypto ecosystem and is now dedicated to sharing his insights and discoveries through InvestX.
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