Whether we look at timing or depth, the bear market is basically nearing its end. We’ve reached a critical turning point between the bear and bull markets. So, what’s the play on-chain from here?
First, this transition period will likely last from late 2026 to late 2027.
Early in the bull market, liquidity will periodically flow on-chain.
This liquidity is usually brought in by veteran OG market makers. For example: #bonk in Jan 2023, #pepe in Apr 2023, and #ordi in May 2023. The pattern is very clear: every two or three months, a new narrative, fresh capital, and new tokens come together.
I think Robinhood in August 2026 is clearly the first major wave of this kind of activity in the early bull market.
In this market run, #Pons, with its launchpad narrative, led the pack and drove a number of spin-off tokens on-chain, such as #AI on the Long platform, #stonk on the Stonk platform, and #useless on the Bonk platform.
The second-place narrative was the crypto-stock narrative. It wasn’t as explosive as the launchpad narrative that led the pack, but it was still more than enough to make a killing. Examples include #Marscoin and #BullRun.
When will the next wave of activity come? I think it’s soon. Keep an eye on the large-cap tokens that have appeared this month, worth tens of millions or even over a hundred million. The next Pepe could be among them!
First, this transition period will likely last from late 2026 to late 2027.
Early in the bull market, liquidity will periodically flow on-chain.
This liquidity is usually brought in by veteran OG market makers. For example: #bonk in Jan 2023, #pepe in Apr 2023, and #ordi in May 2023. The pattern is very clear: every two or three months, a new narrative, fresh capital, and new tokens come together.
I think Robinhood in August 2026 is clearly the first major wave of this kind of activity in the early bull market.
In this market run, #Pons, with its launchpad narrative, led the pack and drove a number of spin-off tokens on-chain, such as #AI on the Long platform, #stonk on the Stonk platform, and #useless on the Bonk platform.
The second-place narrative was the crypto-stock narrative. It wasn’t as explosive as the launchpad narrative that led the pack, but it was still more than enough to make a killing. Examples include #Marscoin and #BullRun.
When will the next wave of activity come? I think it’s soon. Keep an eye on the large-cap tokens that have appeared this month, worth tens of millions or even over a hundred million. The next Pepe could be among them!
