The 4-year cycle is dead.
Liquidity/The business cycle has been driving crypto bull markets this whole time.
Not the halving.
Once this thesis is broken officially, euphoria will return to the market on a scale we havenโt seen before. 2026 will be the new 2021.
But bigger.
Stars are slinging. Jobs not finished.
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๐ฅ NEW: Googleโs AI infrastructure chief says the company must double its AI capacity every six months to keep up with surging demand.
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๐ฅ LATEST: Circle and Tether have minted $16B in $USDC and $USDT since the October 10 crash, including $500M USDC today.
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Top casts
in the ai agent space, weโve seen:
- the first viral ai agent trained on 4chan data (goat)
- ai agent launchpads (virtual, creatorbid, vvaifu)
- ai influencers (luna on tiktok)
- autonomous vc agents (ai16z, sekoia)
- general agent infrastructure (spectral, wayfinder)
- ai agents creating tokens autonomously (luminious)
- agent creating an entire soundtrack (zerebro)
- ai agent that gives you market alpha (aixbt)
- ai agent that trades for you (spectral)
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โก๏ธ EXCLUSIVE: Samson Mow (
@Excellion
) says the real bull market hasn't even started yet and thinks $BTC can go up to $500K to $1M in the next 12 months.
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10 predictions for 2025
1. $SOL will reach $300.
2. Ethena's $USDe will surpass an $8 billion market cap and become one of the top 20 on CMC.
3. $NEAR will overtake $DOT, $HBAR, and $XLM by market cap.
4. $MNT will reach a new all-time high of $1.5.
5. BTCfi protocols in the top 100 on CMC: $SOLV, $CORE, $STX.
6. OG AI Agents โ $GOAT, $ZEREBRO, $AIXBT, $AI16Z โ will have another FOMO ride.
7. Bitcoin's TVL will surpass $20 billion.
8. $MORPHO and $PENDLE will join the top 100 on CMC.
9. $WLD will have a hated rally.
10. Research companies like Delphi, Messari, Nansen, and Kaito will launch their AI Agents.
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$GIZA long back and it cooked like 6-7ร for us in the past
Currently sitting at an attractive price too to start buying
Best part is that currently it's doing 3% of total volume in base and I believe price will soon follow the fundamentals