2026 Crypto Market Trends Summary | Kim Se-han, Vincent, Pyeon Da-song

2026 크립토 마켓 트렌드 총정리 | 김세한, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 06, 2026 at 03:30  |  47:26  |  3PRO TV (삼프로TV)
Speakers
Kim Se-han — Team Lead, Centerfield W
Pyeon Da-song — Host

Summary

Kim Se-han of Centerfield W joins hosts Pyeon Da-song and Vincent to discuss the 2026 crypto market outlook. He sees Bitcoin and Ethereum potentially breaking prior highs if U.S. crypto legislation and Ethereum staking are resolved, while lower Bitcoin volatility supports institutional adoption. He also highlights Korean stablecoin-related stocks, U.S. financials benefiting from deregulation and tokenization, and Bitmine's Ethereum staking model versus Strategy's treasury model. Near-term risks include Strategy's MSCI index event and mNAV near 1.

  • Crypto liquidity is expected to improve if U.S. rate cuts and legislation proceed.
  • Bitcoin and Ethereum are seen breaking prior highs if the Clarity Act and ETH staking pass.
  • Bitcoin's volatility has fallen below Nvidia's, aiding institutional adoption.
  • Korean stablecoin and digital asset-related stocks may gain momentum from new legislation.
  • U.S. financials are favored on deregulation, buybacks, M&A, and stablecoin/tokenization opportunities.
  • Bitmine is favored over Strategy on its Ethereum staking infrastructure and three-part revenue model.
  • Strategy faces MSCI index exclusion and mNAV parity risk in the near term.
Ideas
Kim Se-han Team Lead, Centerfield W 2:31
Korean stablecoin stocks may gain momentum.
The Korean digital asset framework bill is moving toward allowing bank-led stablecoin consortiums and tech companies as major shareholders. Korean stablecoin and digital asset-related stocks have been relatively neglected, so they could gain momentum in 2026.
Korean stablecoin/digital asset-related stocks MED
Kim Se-han Team Lead, Centerfield W 7:41
BTC and ETH may break all-time highs.
The crypto market is the last asset class to receive liquidity. If the U.S. Clarity Act passes and Ethereum staking is allowed in Q1/Q2, Bitcoin and Ethereum should both break their prior all-time highs in 2026. If they fail to do so despite favorable liquidity and regulatory conditions, the next major advance could take two to three years.
BTC ETH HIGH
Kim Se-han Team Lead, Centerfield W 8:33
MSTR faces MSCI and mNAV risk.
Strategy faces a near-term MSCI index exclusion event on January 16 that could pressure the stock by 5-10%. Its mNAV is near 1; if it falls below 1, there is little reason to own MSTR. Q4 earnings may also swing to a loss, though the business model is unlikely to collapse because the collateral ratio implies it can survive an 80% Bitcoin drawdown.
MSTR MED
Kim Se-han Team Lead, Centerfield W 32:21
US financials benefit from deregulation and stablecoins.
Under the Trump administration, financial regulation has eased, including Basel III relief, supporting M&A, buybacks, dividends, and IPOs for financial stocks. Stablecoins and tokenization already have payment infrastructure, so financial companies can add these products cheaply, and JP Morgan's shift from conservative to neutral on crypto shows the sector is warming to the opportunity.
XLF JPM MED
Kim Se-han Team Lead, Centerfield W 40:19
Bitmine may surpass Strategy via Ethereum staking.
Bitmine has a different model from Strategy: it holds a large Ethereum treasury, is building institutional Ethereum staking infrastructure, and can earn from holding, staking, and platform fees. This three-part model gives it a high chance to surpass Strategy as an institutional Ethereum platform.
BITMINE HIGH
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This 3PRO TV (삼프로TV) video, published January 06, 2026, features Kim Se-han discussing Korean stablecoin/digital asset-related stocks, BTC, ETH, MSTR, XLF, JPM, BITMINE. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Se-han  · Tickers: Korean stablecoin/digital asset-related stocks, BTC, ETH, MSTR, XLF, JPM, BITMINE