Post

One of the interesting questions to ponder for this upcoming crypto bull market is whether the bear market winners continue to outperform. Previously, we mostly had new winners once the bull market got going and things that did well in the bear market actually ended up being laggards. LINK the major example from 19-20. One exception that comes to mind is BNB, which made a new ATH in the bear and ripped incredibly hard in 2021. Feel like this is the correct place to say Hyperliquid. Overall, I think crypto as an asset class is much more mature going into 2027 and beyond. I think we have left the speculative phase, and therefore it's conceivable to assume that the winners of this bear market could continue to do well, as many of them are doing well because they are actually generating revenue, and it feels like this is the cycle where actual adoption is rewarded. I still also believe ZEC will be an outlier as it essentially did nothing for like 10 years, and has maintained a year long outperformance trend vs BTC, which is maybe a first for a project after doing so badly against BTC for such a long time. Anyway, food for thought, and worth not just blindly assuming you already have the winning bags because they are doing well right now. #DailyOrbit