X @Ash Crypto

Bull Cycle Analysis - Post-halving bull runs typically last 14-18 months; the current cycle is 15 months post-halving, aligning with a mid-to-late cycle phase [1] - Spot Bitcoin ETFs have brought in billions in net inflows, indicating massive global adoption by large companies [1] - A potential pro-crypto U S stance under Trump, including a Strategic Bitcoin Reserve proposal (1 million BTC over 5 years), suggests long-term support [1] Market Indicators - Absence of retail mania suggests the cycle peak hasn't been reached, with Bitcoin dominance around 65% and altcoins lagging [2] - Anticipated Fed rate cuts and easing inflation in 2025, coupled with a weakening USD, rising global M2, and a slowdown in Quantitative Tightening (QT), create a bullish environment [2] Valuation and Maturity - The crypto market cap of $34 trillion is considered undervalued, indicating institutional maturity [2]