Right Now, Crypto Deserves Your Attention
Crypto Market Outlook: Why Now Is an Opportunity
Valuation Reset & New Cycles:
After a period of outperformance by the largest crypto assets, many smaller tokens and promising protocols are now trading well below their former highs—even as their underlying fundamentals improve. This environment sets the stage for capital rotation, as investors seek new sources of return in the next cycle.
After a period of outperformance by the largest crypto assets, many smaller tokens and promising protocols are now trading well below their former highs—even as their underlying fundamentals improve. This environment sets the stage for capital rotation, as investors seek new sources of return in the next cycle.
Onchain Activity Is Rising:
There are increasing signs of renewed onchain activity. Layer 2 solutions are gaining traction, new applications are launching, and user engagement metrics are moving higher. We believe that sustained user growth could catalyze the next major wave of crypto adoption.
There are increasing signs of renewed onchain activity. Layer 2 solutions are gaining traction, new applications are launching, and user engagement metrics are moving higher. We believe that sustained user growth could catalyze the next major wave of crypto adoption.
Global Regulation Is Evolving:
The global regulatory landscape is rapidly improving. Frameworks like the EU’s MiCA and new guidelines in Hong Kong and the Middle East are paving the way for broader institutional participation. Clearer, more supportive rules could unlock additional capital and accelerate mainstream acceptance.
The global regulatory landscape is rapidly improving. Frameworks like the EU’s MiCA and new guidelines in Hong Kong and the Middle East are paving the way for broader institutional participation. Clearer, more supportive rules could unlock additional capital and accelerate mainstream acceptance.
Looking Ahead:
With improving macro conditions, major ETF launches, and the potential for leadership rotation among tokens, we believe now is a compelling moment to look beyond just Bitcoin and Ethereum. Investors should consider a diversified approach across high-quality projects—and be prepared for increased volatility as markets transition to a new phase.
With improving macro conditions, major ETF launches, and the potential for leadership rotation among tokens, we believe now is a compelling moment to look beyond just Bitcoin and Ethereum. Investors should consider a diversified approach across high-quality projects—and be prepared for increased volatility as markets transition to a new phase.
