El Crypto Rally de 2026: El impulso del Bitcoin y el crecimiento explosivo de los proyectos DePIN relacionados con la inteligencia artificial

The 2026 crypto market is poised for a transformative year, driven by two converging forces: Bitcoin's evolving momentum and the explosive growth of AI-integrated DePIN (Decentralized Physical Infrastructure Network) projects. For investors, this dual narrative offers a unique opportunity to capitalize on Bitcoin's stability while positioning for the next wave of innovation in decentralized infrastructure. Below, we dissect the macroeconomic and technical dynamics shaping this rally and outline strategic entry points for capitalizing on the interplay between Bitcoin and AI-DePIN.

Bitcoin's 2026 Momentum: Consolidation or Catalyst?

Bitcoin's price trajectory in late 2025 has been a study in duality. After hitting an all-time high of $126,198 in October 2025, the asset entered a prolonged consolidation phase, trading around $90,605 as of January 2026. Technical indicators paint a mixed picture: while the RSI hovers near 56 (suggesting moderate bullish momentum) and the MACD shows a recent bullish crossover, the 50-week moving average breakdown and weak rebounds signal lingering bearish pressure.

However, Bitcoin's institutional adoption story remains robust. U.S. spot Bitcoin ETFs, which saw $60 billion in inflows by early 2025, continued to attract capital in late 2025, with $354.8 million in net inflows recorded on December 30, 2025 alone. Analysts project ETF assets could surpass $220 billion in 2026, driven by regulatory clarity and macroeconomic demand for alternative stores of value. This institutional tailwind, combined with Bitcoin's historical role as a hedge against fiat debasement, positions it as a foundational asset for 2026.

The critical question is whether Bitcoin can defend key support levels. A break below $74,000 could trigger a deeper pullback into the $50,000–$60,000 range, but a successful defense of this level might catalyze a rally toward $120,000–$150,000 by Q2 2026. For investors, this creates a binary opportunity: short-term volatility offers entry points for long-term holders, while the broader institutional narrative suggests Bitcoin's floor is structurally higher than in previous cycles.

AI-DePIN: The Next Infrastructure Frontier

While Bitcoin's stability anchors the 2026 rally, the AI-DePIN sector is the engine. Decentralized Physical Infrastructure Networks-projects that tokenize real-world infrastructure like compute power, storage, and IoT devices-are accelerating in 2026, driven by AI's insatiable demand for decentralized compute resources.

The DePIN sector, valued at $19–33 billion as of late 2025, is projected to grow as institutional capital shifts from speculative narratives to utility-driven infrastructure. Aethir demonstrated this trend with $39.8 million in Q3 2025 revenue, bridging Web2 enterprise demand with Web3 infrastructure. Regulatory tailwinds further reduce compliance risks for DePIN projects, including the SEC's no-action letter for DoubleZero and the U.S. passing comprehensive crypto legislation in 2026.

AI integration is the key differentiator. GPU/compute-based DePIN projects are attracting venture capital as enterprises seek scalable, cost-effective solutions for AI training and inference. Borderless Capital and Entrée Capital have already launched dedicated DePIN funds, signaling institutional confidence in this space. By 2026, the convergence of AI and DePIN is expected to unlock new paradigms like "compute-as-a-currency" and data DAOs, creating a flywheel of innovation and capital deployment.

The Bitcoin-DePIN Correlation: Institutional Adoption as a Catalyst

The growth of AI-DePIN projects is inextricably linked to Bitcoin's institutional adoption. As major banks build crypto rails for Bitcoin lending, they are also creating infrastructure that supports DePIN token issuance and liquidity. This symbiosis is evident in venture capital trends: 2025 saw a 44% surge in U.S. crypto VC funding, with larger checks flowing into infrastructure projects.

Moreover, Bitcoin ETF inflows act as a macroeconomic barometer for the broader crypto market. The $1.2 billion in inflows recorded in early 2026 not only signaled renewed institutional demand for Bitcoin but also created a "halo effect" for DePIN projects. As institutional treasuries allocate to Bitcoin, they simultaneously fund the infrastructure (e.g., custody, settlement) that DePINs rely on. This creates a self-reinforcing cycle: Bitcoin's stability attracts capital, which then fuels innovation in DePINs.

Strategic Entry Points for 2026

For investors, the 2026 rally offers two strategic entry points:

1. Bitcoin's Consolidation Phase:
2. Short-Term: Buy dips in the $74,000–$90,000 range, where Bitcoin's 200-week EMA and historical support levels conflate. A successful rebound here could trigger a 30–40% rally.

3. Long-Term: Position for ETF-driven demand, with a price target of $120,000–$150,000 by Q2 2026.

4. AI-DePIN Projects with Institutional Traction:

5. Early-Stage: Target projects with verifiable revenue (e.g., Aethir) and regulatory clarity (e.g., DoubleZero).
6. Late-Stage: Allocate to DePIN funds managed by institutions like Borderless Capital, which have demonstrated expertise in scaling infrastructure projects.

Conclusion

The 2026 crypto rally is not a single narrative but a convergence of Bitcoin's institutionalization and AI-DePIN's infrastructure revolution. For investors, the key is to balance Bitcoin's stability with the explosive growth potential of DePINs. By leveraging Bitcoin's price cycles and institutional tailwinds, while selectively allocating to AI-integrated DePIN projects, investors can position themselves at the intersection of macroeconomic resilience and technological innovation.