There’s no bubble in crypto.



On the contrary, fundamentals are the best we’ve ever had.

Sure, there were pockets of exuberance in memecoins, notably Trump meme.

But that’s gone.

What’s left is battle tested infra, increasing adoption of stablecoins, tokenization, prediction markets, DeFi etc.

Projects are also finally distributing value to holders

On top, we’ve got regulatory pivot with major catalyst (CLARITY ACT) ahead of us.

Problem is the AI bubble. It weighs heavy as crypto competes with AI for capital inflows but is the first to be affected by the crash.

No easy solution here. Just survival of the fittest.
TRUMP-3.14%
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