kaloh

Found an interesting conversation on Substack about crypto cycles. 

Here is my take: 

“To be honest, and something that excites me, is that I believe the 4 year cycles are over. I believe we will start to see more steady progress overall.

What I think will happen, and already is, is ecosystem cycles. Virtuals, Farcaster, Base, Solana, hyperliquid, abstract, stable coins. There will be cycles IN different places, happening at different times, which makes everyone wonder if we are in a bull or a bear. The mini cycles repeat sometimes. 

I think gen art / AI art (NFTs) are coming back, and then, some of the above mentioned ecosystems, too. Some will just die.

Btw, this is my second cycle (if we want to label it a cycle). So I could very clearly be wrong, and we are just in the middle of as cycle which will follow trad patterns.”

Full thread 👇

Found an interesting conversation on Substack about crypto cycles. 

Here is my take: 

“To be honest, and something that excites me, is that I believe the 4 year cycles are over. I believe we will start to see more steady progress overall.

What I think will happen, and already is, is ecosystem cycles. Virtuals, Farcaster, Base, Solana, hyperliquid, abstract, stable coins. There will be cycles IN different places, happening at different times, which makes everyone wonder if we are in a bull or a bear. The mini cycles repeat sometimes. 

I think gen art / AI art (NFTs) are coming back, and then, some of the above mentioned ecosystems, too. Some will just die.

Btw, this is my second cycle (if we want to label it a cycle). So I could very clearly be wrong, and we are just in the middle of as cycle which will follow trad patterns.”

Full thread 👇

https://substack.com/profile/36513938-kaloh/note/c-124336144?r=lqmc2&utm_medium=ios&utm_source=notes-share-action