Its going to be very interesting to see which coins move on this next wave after we've reached the bottom (whenever/wherever that is). All liquidity went to the same 5 coins…
Original source excerpt
Its going to be very interesting to see which coins move on this next wave after we've reached the bottom (whenever/wherever that is). All liquidity went to the same 5 coins throughout the bear market…
Its going to be very interesting to see which coins move on this next wave after we've reached the bottom (whenever/wherever that is). All liquidity went to the same 5 coins throughout the bear market and it did the same when risk on conditions came back (the best gainers were still ZEC HYPE NEAR ENA VVV PUMP LIT etc). Obviously a few others that did well too but this portfolio was pretty consensus among liquid traders/funds. Are these coins going to still be the best coins on this next stretch? Very hard to say. Initial guess is YES because there are very clean, concise, well known reasons why these are good bets and it takes a lot of $$ to moves these things. On the other hand, crypto is cyclical and new narratives / sectors rotate and pop off. Are the 'privacy, perps, stablecoins, AI' sectors going to be the only things in 2027? The market has consolidated in such a way that there are just very few investable projects. In 2021 you had dozens of different alts that were all moving for different reasons; these days, not so much. My guess is that there's something new that comes up or some sort of hybrid of different sectors. You could see that a bit with ZAMA (privacy + defi) , NIL (AI + privacy), or CHIP (Defi + AI) all having decent runs (I only own CHIP). But I do think that there will be something else that emerges. What could that sector be? Hard to say at this point. A year ago, I would have laughed at you if you said privacy was the narrative and ZEC was the leader. And any OG would have said the same thing. But leaders dictate the narrative and price moving will be the ultimate truth.
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