Welcome reader! This is our second crypto article after our first public bet. It is important to mention that one of the tokens we mentioned in the article 2x yesterday. Congrats to those who bought in. Today’s topic? We aim to share a preparation plan for the next bull run and a few insights into it. Before anyone comments, no, this bull run is not done. However, considering how factors played out and all the global economic uncertainties. We don’t expect the large-cap crypto to go much higher - at this moment. The majority should not want to be in the bull cycle anyway. This is something that gamblers and those looking for golden tickets want. Otherwise? No point. You are better off buying assets you know will increase during their discount. The question you should ask yourself when it comes to the next bull - meme run…
Will there even be another one?
Crypto Market
Current State: This bull run is wild. You think things go too far with each bull run, but somehow, you are surprised when you see what the next one brings. President coins, iconic figures, animals. You name it. We can all agree that it’s all about the meme culture and nothing about the utility behind coins. Since you are reading this newsletter, we figure you are smarter than average. Sticking to what we all know will bring profits in the long term. Following the institutional players, larger corporations, and countries - allocating between large-cap crypto coins and those one-hit wonders that might work out. We have seen a big trend in gaming crypto and AI, which is no surprise considering both are here to stay in the future. Should you bother with those two? Yes, you should. The problem is that neither of them is where they are supposed to be - popularity and utility wise. That’s our argument against them at the moment. Tokens will be as good as much as they are needed. We don’t see over 15% of those surviving until the next "run". Reason we will not shill any of those. What about the two most important ones?
Bitcoin
Ethereum
BTC brought around 2.2-2.5x, while ETH did around 1.5-2x in the last 365 days. Before you comment, that’s nothing… Consider what happened this year. The institutional players got largely into BTC. Meaning? BTC should be labeled as minimal risk going forward. Putting it into practice having ONLY 2x each year on your assets should be one of your goals. Investing 30k to get the 60k out. Where does one sign up? Not sure the majority realize the benefits of the minimal risk and doubling down on what is invested. We are yet to see what will happen with the ETH when big players start massively adopting it. Your best bet going forward? Stack more of it.
BTC/ETH summary: Looking for crypto that will go up while being minimally risky? These are your picks. Boring, slow, and old. Guess what? They are still here, and they will stay here. Their value will increase, and more big players are about to jump on the train. Both are a no-brainer and should be included in your portfolio if you care about a good ratio between risk - and growth.
Bitcoin is a swarm of cyber hornets serving the goddess of wisdom, feeding on the fire of truth, exponentially growing ever smarter, faster, and stronger behind a wall of encrypted energy. - Michael J. Saylor
Solana
Solana: Solana is nothing new. However, in this bull run, Solana had an important role. It served as infrastructure for most of the meme coins and those who got the attention of the masses. The two key drivers were the price and the other one was speed - some would call it efficiency. Yes, there were problems, and the infrastructure has failed a few times - part of the game. We are showing you Solana not because 7x in a year. But because it serves as a great reference. This is just more proof you should bet on the infrastructure - similar to what you should do if you are into sending cold emails. Once the meme run starts, you should consider what blockchains will be used as a vehicle for the meme coins.
Want another example?