hitesh.eth Profile picture
Nov 26, 2024 1 tweets 1 min read Read on X
My thoughts on the bull cycle timeline:

We're going to hit the first market-wide major correction when the US crypto regulation is announced, most likely in Q1 2025.

I expect a long-term positive outcome from the regulatory framework, but the initial fears around it will be amplified through media cycles, as they always do, to flush out retail investors in the middle of the bull cycle.

Study the last cycle too—where you saw a market-wide bleed post-March 2021—and the 3-month correction led to a wider rally for alts.

The correction period will likely come into play soon, within a maximum of 4–5 months, but the rally after the reaccumulation phase post-correction could be much longer, especially for "Dino" coins like AAVE, MKR, ETH, and other projects that appear to be solid assets or businesses in the eyes of crypto regulators.

That's what I think the real supercycle would look like—where coins with strong fundamentals might experience a dream run for a few years, with only small corrections in between.

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More from @hmalviya9

May 29
Public Crypto Vehicles.

The Institutional Playbook We Should Know.

It will fuel the next rally in the market [in a new form] 🧵
Public Crypto Vehicle is the strategy pioneered by @saylor to access financial capital through selling company shares and convertible notes to get funds to buy Bitcoins at regular intervals.

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You could earn a decent share of it..

but only if you yap.

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Every narrative needs a story

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