The second day at Binance Blockchain Week in Dubai kicked off with Binance’s Head of BD, Raj Nandwani, setting the tone for another day of insights, breakthroughs, and conversations shaping the future of finance.
Following his opening remarks, Nic Puckrin, CEO at Coin Bureau, and Raoul Pal, co-founder and CEO at Real Vision, global markets analyst, took the Main Stage to address “The Alpha Thesis – Finding the Hidden Edges in 2026 Markets”, addressing signals and catalysts that will define where the smartest money is moving as we’re heading toward 2026.
Signals and Triggers for the 2026 Markets
The two market analysts discussed global liquidity, retail, AI, and other important signals worth watching.
According to the US Dept. of the Treasury, the national debt as of November 2025 is over $38 trillion, and the nation will continue its path of money printing.
Also, the Fed announced the end of QT at the beginning of December, which might be followed by the beginning of QE. All these signal more capital flowing into the economy, which translates into more flows into the crypto markets.
Bloomberg data at the end of November shows that the global money supply is also rising, nearing $115 trillion, mirroring a sign of relentless debt issuance and risk of stagnation with persistent inflation – all signs of the flawed traditional financial system.
After announcing the end of QT on December 1st, the Fed also injected over $13,5 billion into the US Banking System via overnight repos. This marked the 2nd largest liquidity injection since Covid, and surpassed the peak of the Dot Com Bubble, as highlighted by Barchart recently. The move reminds us of previous bailouts seen during the 2008 crisis, with the only difference being the terms used.
It’s also worth noting that recently Trump promissed a $2,000 stimulus package for low to medium-income individuals in the US, another move resembling past actions by Obama in February 2009 during the global financial crisis.
During Pal and Puckrin’s discussions, retailers’ larger move into crypto was also addressed, together with AI, which has been the focus of governments lately. On November 24, Trump launched the Genesis Mission to unleash AI innovation and discovery.
Pal believes that if people see returns compound in crypto by January/February 2026, they’ll be back.
Predictions are that the AI and stablecoin narratives will remain in the industry, especially considering the latest moves made in the US via the GENIUS Act and the CLARITY Act that offer clearer regulations for the ecosystem.
2026 – The Year of the Yellow Fruit
2026 is expected to be the year of the yellow fruit, meaning that the altcoin season is expected to peak next month; however, risks will also be higher with altcoins.
Traders shouldn’t get caught in the FOMO narrative and are advised to choose high-quality assets and stop using leverage.
Apart from the intersection between crypto and AI, and the macro-economic conditions, innovations like prediction markets and an increase in tokenization will also fuel the ecosystem.
Overall, the bullish expectations are in line with other recent optimistic predictions for the markets.
