Foreign media: As 2026 entered the second half of the year, the market began to look at whether the return of the dominant position of bitcoin would lead to a diversion of funds. The review articles state that SuI, ONDO, LINK, HYPE and RNDR correspond to the tracks of Layer1, RWA, Trans-chain, Decentralized Derivatives and AI, respectively, and are therefore listed as tokens for concern in the second half of the year.

The article calls for five tracks.

According to the paper, this round is no longer based on low market value speculation, but rather on projects with chain dynamics, liquidity and actual use of scenes. The five tokens named correspond to different themes.

  • SUI: Focus on DeFi ' s activity and stable currency liquidity
  • ONDO: Benefiting from the demand for monetized and chain-based products
  • LINK, HYPE, RNDR: bet on cross-chain, derivative trade and AI algorithms, respectively

SuI and ONDO face different pressures

According to the article, while the pressure of the SUI continued to be unlocked in the second half of the year, with the potential for short-term sales pressure, price performance could still improve if DeFi ' s total lock and stable currency liquidity grew faster than the new supply. It is mentioned that SUI is currently in demand range of $0.57 to $0.70 and that if it is re-located at $0.85 to $0.90, the strength of the purchase will be confirmed.

The logic of ONDO is more from RWA. According to the article, if interest rates fall or traditional rates of return shrink, some of the funds may be diverted to chain-based revenue products. At the price level, the fact that ONDO rebounded from a critical support level was not matched by sufficient action, with a fall in the silo contract and a flatening of the financial rates, indicating that the leverage trade was cooling down. It is anticipated that its prices may look back at the US$ 0.23 to US$ 0.24 before attracting new liquidity.

Link, HYPE and RNDR catalytic points

According to the article, the main catalyst for LINK came from the use of Chainlink ' s CCIP by institutions and agreements. The currency has been transferred back 30 per cent higher than in the year and is currently in the range of $6.96 to $7.67, mainly in the trade-intensive areas. It is mentioned that the weekly RSI has been raised from the low position for the first time since 2022, which means that the pressure may be reduced, but the price may be maintained for some time below $10.

HYPE looks at the volume of the transaction. According to the article, the volume of Hyperliquid ' s transactions has risen significantly since May, approaching $2 billion, and has contributed to new prices. If market fluctuations rebound and derivatives continue to expand, there may be a further increase in agreement revenues. RNDR is still the subject of AI transactions, and if GPU tension increases in the second half of the year, or if AI computing needs continue to expand, the inflow may increase, but its short-line technology signals remain weak.

Overall, the core judgement of this review is that bitcoin still dominates market liquidity, but that if the dominance is reduced and a token for a clear track narrative and actual use of the scene may be easier to obtain incremental funding. At the same time, the following observations are focused on the turnover, the unsettled contract and the liquidity in the vicinity of critical resistance levels.