Foreign media, citing a crypto analyst, suggest that the summer of 2026 could be a key window for market observation. If Bitcoin enters its next upward phase, funds may flow back to large-cap altcoins, with XRP, Stellar (XLM), and Shiba Inu (SHIB) being highlighted as key targets.
XRP is considered a target for large-cap rotation.
The article states that this judgment is not based on Ripple's latest announcement, but rather on XRP's past performance in the altcoin market. Analysts believe that if Bitcoin continues to rise, some funds may shift from Bitcoin to more liquid, established tokens, and XRP may benefit from this.
His logic is that when the market recovers, investors tend to return to assets with high brand recognition and mature trading foundations. XRP is therefore seen as one of the potential candidates to absorb rotating funds.
XLM-related tokenization and stablecoin narrative
For XLM, analysts are more focused on the market attention it receives related to tokenization, stablecoins, and blockchain financial infrastructure. The article argues that the recent surge in such narratives may bring additional attention to XLM.
However, the original article did not mention any new product launches or cooperation progress from Stellar, and was mainly based on market judgments made on the popularity of the sector.
SHIB still relies on retail investor sentiment
Unlike the previous two, SHIB's appeal stems more from its community activity and retail investor participation. Analysts say that if market sentiment strengthens again, the meme coin sector could attract new funds once more, and SHIB remains one of the most recognizable tokens among them.
The article notes that in previous rounds of price increases, meme coins typically gain attention quickly after retail investors' risk appetite recovers. SHIB, due to its strong community base, remains on the watchlist.
The Bank of Japan's interest rate hike is seen as a short-term disruptive factor.
The analyst also mentioned that the Bank of Japan recently raised its interest rate from 0.75% to 1%. He believes that similar policy moves have sometimes amplified market volatility in the past, but they do not necessarily change the long-term cyclical rhythm of Bitcoin.
The article argues that, considering Bitcoin's historical cycles and seasonal performance, the current phase is closer to a consolidation phase. If Bitcoin subsequently strengthens, XRP, XLM, and SHIB could become altcoins worth watching before the summer of 2026.
