Making money in crypto is going to be significantly harder this cycle.
In the last bull market, the main hurdle was navigating a crowded altcoin market to find the few winners. Today, the competitive landscape has entirely shifted.
Capital is no longer just rotating between crypto assets. Liquidity is now heavily fragmented across tokenized stocks, public equities, AI tech sectors, and traditional ETFs. With capital spread thinner across a vast array of global investment vehicles, most traditional altcoins will likely continue to struggle.
The projects poised to outperform aren't chasing hype—they are building the essential infrastructure powering the next wave of real-world asset (RWA) tokenization and traditional finance integration.
Adapt your thesis accordingly. NFA.
In the last bull market, the main hurdle was navigating a crowded altcoin market to find the few winners. Today, the competitive landscape has entirely shifted.
Capital is no longer just rotating between crypto assets. Liquidity is now heavily fragmented across tokenized stocks, public equities, AI tech sectors, and traditional ETFs. With capital spread thinner across a vast array of global investment vehicles, most traditional altcoins will likely continue to struggle.
The projects poised to outperform aren't chasing hype—they are building the essential infrastructure powering the next wave of real-world asset (RWA) tokenization and traditional finance integration.
Adapt your thesis accordingly. NFA.