Matt Hougan drops bombs: Digital assets hitting $10T market cap before 2030.
The real alpha? Institutional capital is rewiring market structure from the ground up. We're past retail cycles.
Key shifts happening now:
$BTC and DeFi assets decoupling hard. The old 80/20 portfolio cope is dead.
Bottom formation signals flashing across the board while smart money accumulates quietly.
Next institutional bull run won't look like 2021. Different assets, different catalysts, different winners.
The wealth transfer is already in motion. Most are still sleeping on what's building beneath the surface.
Position accordingly or get left behind.
The real alpha? Institutional capital is rewiring market structure from the ground up. We're past retail cycles.
Key shifts happening now:
$BTC and DeFi assets decoupling hard. The old 80/20 portfolio cope is dead.
Bottom formation signals flashing across the board while smart money accumulates quietly.
Next institutional bull run won't look like 2021. Different assets, different catalysts, different winners.
The wealth transfer is already in motion. Most are still sleeping on what's building beneath the surface.
Position accordingly or get left behind.