@randolphpullan

Projects that secure net capital inflows in bear markets typically combine strong fundamentals with ongoing utility. Protocols offering real yield, such as liquid staking platforms, lending protocols, and decentralized exchanges, continue to attract capital due to revenue generation. Stablecoin issuers also often benefit, as users park value in stable assets during downturns. Infrastructural projects with robust developer ecosystems—like Ethereum Layer 2 solutions—draw inflows from both builders and investors positioning for the next cycle. Additionally, ecosystems with active grant programs and institutional interest can sustain growth despite bearish sentiment. Capital inflows are also seen in projects connected to real-world assets (RWAs), since they offer diversification beyond crypto-native risk. Ultimately, projects that demonstrate product-market fit, deliver predictable returns, or integrate with broader financial systems tend to outperform during contractions.

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