From Despair to Dawn: The Crypto Supercycle is Approaching
The last four years have felt like a marathon through the desert for many crypto investors. As highlighted by Yi Lihua, founder of Liquid Capital, this period has indeed been challenging. Since Bitcoin’s 2021 peak, the market has largely moved sideways, with even major assets like ETH struggling to reclaim past glory. It’s easy to feel like this has been a lost era.
But let’s zoom out. Yi Lihua makes a crucial observation: the three largest crypto markets—China, the U.S., and South Korea—are all in a traditional stock market bull run. Capital has flowed into equities and hard assets like gold and rare earths, driven by macro cycles and, frankly, because blockchain’s real-world adoption has lagged behind its hype.
Yet history teaches us that bull markets are born in despair. The seeds of the next mega-rally are being sown right now, and the signals are aligning:
✅ Macro Pivot: The interest rate hike cycle is giving way to rate cuts. Liquidity is poised to return.
✅ Policy Clarity: Crypto-friendly regulations are gradually taking shape globally, reducing uncertainty.
✅ Stablecoin Globalization & Financial On-Chain: Real-world assets (RWA) and decentralized finance (DeFi) infrastructures are maturing, paving the way for institutional adoption.
As CZ has also emphasized, a crypto supercycle is on the horizon. Why? Because industry giants—from exchanges like Binance to stablecoin issuers like Tether, and innovative projects across the ecosystem—are not just surviving; they’re strategically accumulating and building.
The lesson? While others remain fearful, the wise are positioning. The bull market might arrive slowly, but when it does, its magnitude could redefine the landscape.
Be ready. The dawn is here.
DYOR No Financial advice!
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