Understanding and Profiting from Crypto Hype Cycles

In crypto, the price follows this weird (but structured) feedback loop where it actually increases the fundamental value by rising.The rising price creates more interest, which leads to new ideas, new startups, and new projects who ultimately feedback into a positive price again due to the innovation happening.


What´s a Blockchain? A virtual

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3. I think this will most likely be the last cycle of cryptocurrencies. Because last cycle Bitcoin went from about 1200 to 20 000, it increased about 20 times, and this cycle from 20 000 to 60 000, it increased 3 times. The increase is much smaller than in the previous cycle. I think it is very likely that cryptocurrencies will trade like Nasdaq in... See more

For all the talk about how crypto is changing the world, the vast majority of token-based projects are short term games that structurally devolve into glorified pyramid schemes. Inflated expectations lead to the classic boom-bust cycle where speculative intent runs ahead of reality, and eventually, it all falls down.

With these market conditions come implicit assumptions around the future state of crypto. For builders and investors to meet expectations over the next 5-10 years, how much market cap creation will we need to see? How much institutional capital will need to enter the space to support these assets? Where might institutions allocate? How can both bui... See more