In the cryptocurrency market, "stability" and "takeoff" are often a paradox: very stable assets rarely surge dramatically, while those with potential for big gains tend to be unstable. However, in the market environment of early 2026, considering fundamentals, institutional adoption, and technical undervaluation, the following asset categories are regarded as the most balanced potential stocks:

1. The "Stable Anchor": Ethereum (ETH)
• Why stable: It is the foundation of 75% of DeFi protocols worldwide and the preferred platform for institutions (such as BlackRock) to tokenize real-world assets (RWA).
• Why undervalued: In 2025, Ethereum performed relatively weakly due to Layer 2 fragmentation and reduced fees. But with the completion of the Fusaka upgrade in early 2026, scalability is greatly improved, and the deflation mechanism is reactivated.
• Expectation: Wall Street analyst Tom Lee predicts ETH could surge to $20,000 in 2026.
2. The "Golden Skeleton" of Infrastructure: Chainlink (LINK)
• Why stable: It is the only "data oracle" leader in the crypto world, used by almost all major banks and DeFi platforms.
• Why undervalued: Its value is not as easily perceived by retail investors as meme coins, but its CCIP (Cross-Chain Interoperability Protocol) is becoming the underlying standard for the global financial system.
• Expectation: As traditional assets are increasingly tokenized, LINK, as a "toll fee" token, could see its value "take off" at any time.
3. The High-Performance "Super Track": Solana (SOL)
• Why stable: After multiple outages and the FTT collapse, Solana has become the most active developer hub with extremely strong ecosystem stickiness.
• Why undervalued: The Firedancer upgrade launched at the end of 2025 enables it to process up to 1 million transactions per second, with technical performance far surpassing competitors, yet its current market cap remains well below Ethereum.
• Expectation: As long as a phenomenal application (such as a blockbuster game or payment app) emerges in 2026, SOL is very likely to break its previous high and double in value.
4. The "Dark Horse" Fields of 2026: RWA and AI Tracks
If you're looking for mid-cap coins with potential for takeoff, focus on these two verticals:
• Ondo Finance (ONDO): Leader in real-world asset tokenization, directly bringing U.S. Treasury yields onto the blockchain. BlackRock is behind it.
• Bittensor (TAO): Decentralized AI network. In the context of AI remaining a global main theme in 2026, TAO's "computing power + model" mining mode has strong narrative explosive potential.
1. Gradual Entry: Market volatility will still be intense in early 2026, avoid going all-in at once.
2. Focus on Compliance: 2026 is the year of regulation; try to choose coins that already have ETFs or clear legal status (such as the first three).
3. Avoid "Overnight Internet Celebrities": Many old coins from 2021 no longer have active developers. Although their prices are low, that is not "undervaluation," but "zeroing out."