Recently, market liquidity has tightened, and chasing highs is no longer a wise move. To catch truly promising coins, the key is to understand what institutions are doing.

The trend of institutional funds in 2026 is actually quite clear — they are betting on three core areas: compliant infrastructure, RWA tracks, and technically stable public chain ecosystems.

**First, let’s look at the infrastructure layer of the RWA track.** Oracles like Chainlink (LINK) have become standard for institutions. Connecting on-chain and off-chain data, giants like BlackRock and Citigroup are using it as a fundamental tool for asset tokenization. Its cross-chain service CCIP has even been adopted by SWIFT — recognition from traditional financial giants. What does this mean? It indicates that the RWA path truly has prospects. As asset tokenization accelerates in 2026, Chainlink’s role as an underlying infrastructure will become increasingly indispensable. Data shows that institutional addresses have recently increased their holdings of LINK by 35% month-over-month, signaling a clear strategic layout.

**Next, institutional-grade public chains like Avalanche (AVAX).** It provides customized, compliant on-chain solutions through its subnet architecture for institutions like JPMorgan, opening up a whole new space for enterprise applications. Creating subnets requires substantial AVAX staking and fees. The more institutional subnets there are, the faster AVAX’s value capture ability grows. Industry research reports have already listed AVAX as a key target, and there’s a good reason for that.

The key is not to follow the trend blindly, but to follow the right direction.