It’s funny sometimes reading opinions today that are still heavily attached to the way people invested during previous crypto cycles, especially from the older eras of the market. 👀
People need to understand that crypto is still a very young ecosystem. A lot of things are still being built, changing, evolving.
You can’t always compare it directly to stocks or commodities markets where theories have been tested for decades across multiple economic environments.
In crypto, many strategies and theories established from previous cycles are still based on limited historical data. And honestly, some of them are already reacting differently today.
Last cycle, for example, many investors said they barely even “felt” the bullrun on altcoins.
BTC made ATHs. Some major assets like BNB or SOL also performed strongly. But many theories people treated almost like absolute truths didn’t fully play out the same way.
Take the famous “liquidity rotation” theory during bullruns.
Did we really get a clean altseason like previous cycles? Not really.
Liquidity became extremely fragmented. Thousands of tokens launch every day. Memecoin attention rotates in minutes. Capital no longer flows the same way it used to years ago.
That’s why I think crypto investors need to stay flexible. 👀
If your entire strategy depends on theories that are not directly tied to actual market fundamentals, then you should always leave room for updates, adjustments, and new discoveries.
The market evolves.
The structure evolves.
The participants evolve.
And honestly, I still remain optimistic on Bitcoin. I’ve said it for weeks already: I still think we are at the beginning of a new bullrun.
The next ATH will eventually settle the debate.