Market Trends & Dynamics - The crypto market is experiencing a shift from retail investors ("Old Guard") selling to institutional investors buying [1] - This shift is expected to change the culture of crypto, with less emphasis on memes and risk-taking, and more on professionalism [1] - The market may see less short-term volatility and more predictable price action due to flows tied to macroeconomics and fund inflows/outflows [1] - Crypto is evolving into infrastructure for Real World Assets (RWAs), stablecoins, and payments [1] - The "get rich quick" mentality is giving way to crypto as a portfolio diversification asset [2] Investment Strategies & Portfolio Allocation - Some investors are adopting a strategy of not putting any more fiat currency into crypto at current prices [2] - Some investors are slowly Dollar-Cost Averaging (DCA) out of crypto, aiming to sell the majority (80%) within the next few months [2] - Investors are advised to keep a "moonbag" (a small amount of crypto with high potential) [2] Potential Risks & Centralization - Bitcoin may be treated like gold, and Ethereum like a tech stock by Traditional Finance (TradFi) [2] - The migration of tokens from many small wallets to fewer large custodians increases centralization risk, which may be a non-issue for Bitcoin but not great for Decentralized Autonomous Organizations (DAOs) [2]
X @Ignas | DeFi
Ignas | DeFiยท2025-08-14 12:04