I agree that perfectly catching the bottom is tough.
I believe Bitcoin can surprise everyone with a sudden acceleration, especially when stocks enter a parabolic phase.
I’m still following the cycle, but I don’t necessarily think DCA should only start in the second half of midterm years. Thanks for the quick reply!
I’ve been through multiple cycles in crypto.
And one thing never changes:
Assets that once made people money
get labeled as “scam” in bear markets.
I’ve seen:
• Ethereum $1600 → $80 (−95%)
• Solana $260 → $8 (−97%)
Both had strong communities.
Both created real opportunities for users.
But in the bear…
they were called “dead” or “scam.”
This is the reality of cycles.
These drawdowns are brutal.
(Yes, they hurt. I feel it too.)
But emotions don’t change how markets work.
There’s also something people don’t talk about:
Those who already sold
want the project to fail.
Because if it recovers…
they have to face that they sold the bottom.
So calling it a “scam”
becomes the easiest coping mechanism.
Instead of following that noise, focus on this:
1. Is the team still building?
2. Are real users using the product?
3. Is there a revenue stream that can survive the bear and scale in the bull?
If the answer is yes,
you’re not looking at a “scam.”
You’re looking at a project going through a cycle.
Everyone thinks crypto is dead.
But what if this was just the reset before the real move?
Major assets are down 60–90% from their highs.
Most people watch price.
Smart money watches structure.
The market didn’t disappear — it got cleaned.
Overleveraged positions got wiped out.
Weak projects faded.
Liquidity moved to real value.
What’s left standing?
Stronger teams.
Real products.
Real revenue.
This reset wasn’t a crash.
It was a selection process.
@DWFLabs Managing Partner
Andrei Grachev said it best:
“Last year, you could raise on a narrative and a deck.
This year, investors want revenue, users, and proof the product survives a bear market.”
So what comes next?
This reset was just the cleanup.
The real shift begins when clarity arrives.
As Clarity Act improves:
• Large capital can enter more easily
• Long-term investing becomes possible
• Strong projects can scale
At that point, the market doesn’t just go up.
It gets rebuilt from the ground up.
Clear rules → Institutional confidence
Institutional confidence → Deeper liquidity
Deeper liquidity → Stronger narratives
Stronger narratives → Real repricing
That’s when narratives stop being trades…
and start becoming investments.
The narratives people gave up on
are often the ones that come back strongest.
Which narratives benefit the most?
Capital flows where it feels safe
and where it can scale.
1. Ethereum-led DeFi
ETH is quietly becoming a yield asset.
~30% of supply is now staked.
Supply dynamics are tightening.
Institutions are entering for yield
while retail steps back.
From speculation → Sustainable income.
2. RWAs
The bridge between TradFi and crypto.
Tokenized treasuries.
Real-world yield.
Compliant on-chain assets.
With clarity, capital doesn’t experiment — it allocates.
This is the most natural entry point
for institutional money.
3. Gaming
We are finally seeing real games —
fun, competitive, and revenue-generating.
Some say gaming is dead.
But the market has already priced in the worst.
@ysiu highlights that
GTA 6 could become the “Super Bowl of gaming” in 2026.
That massive mainstream attention, combined with AI-driven UGC,
can spill over and reignite the entire Web3 gaming narrative.
4. AI x Crypto
AI won’t just be hype — it will be the filter.
AI-native platforms will surface real projects
and bring structure to opportunities.
5. Memes
They don’t need regulation
but thrive in the cycle.
Full circulation, high liquidity, and simplicity
make them the perfect exit liquidity layer.
Final Thought
This is the phase where positioning matters most —
not when everything is obvious,
but when nothing feels certain.
Everyone thinks it’s over.
That’s exactly how “dead markets” look
right before they move.
Bookmark this.
The reset is done.
The rebuild is coming.
“InfoFi is dead” takes are lazy.
X didn’t kill InfoFi.
X killed spam.
If your model only worked by paying people to tweet,
you never had InfoFi — you had a farm.
Real InfoFi starts now. 🧠
Possible $BTC path (data-driven):
92–94k consolidation
(Optional) 89–90k wick
95k breakout
96–98k squeeze
Above 98k → Altcoin main move
Still within the plan.