The crypto world often presents the greatest opportunities during major market crashes and periods of transformation. We believe we are currently in such a period. While macroeconomic challenges may cloud the surface, we are actually witnessing a rebirth of the sector.
Over the next 6 months, we will be following asymmetric opportunities in the sector with in-depth research. Our main thesis is that cryptocurrencies have left their speculative period behind and the market is being shaped by institutional players and real usage areas. We anticipate that this transformation process will accelerate with the regulatory reforms to be implemented in the near future.
📌Bitcoin's Place Is Getting Stronger
$BTC still stands out as a "store of value" and maintains its central position in the sector. Bitcoin, the cornerstone of stable cryptocurrency solutions, offers a level of security that other assets cannot match. While speculative movements around spot BTC ETFs decrease in 2023, we expect a redistribution in altcoins regardless of the direction of the market. The most dangerous scenario is the point where BTC ETFs started. If there is a return to this point, around 35k, we need to re-evaluate the market, but I do not think such a thing will happen.
Therefore, the increasing dominance of BTC and the risk aversion trend in the market are among the important factors that will accelerate this process.
📌New Wave: Disruptive Industries and Applications
We believe that sectors with large markets such as gaming, artificial intelligence (AI), and decentralized finance (DeFi) can create great value in the coming period. Projects in these sectors that have achieved clear product-market fit will gain momentum with new technological developments.
However, the saturation of infrastructure projects and the lack of liquidity in the market caused crypto to lose its innovation and growth-oriented approach. The sector needs to attract more attention. Therefore, newer ones like $PEPE will come into play. We will present these opportunities to you.
📌Data and AI: Shapers of the Future
We believe that in the coming period, use cases focusing on data sets and verification processes will gain value. These areas, although still in the early stages, have great potential. Developing relationships between artificial intelligence (AI) and data sets can reveal the value behind crypto.
Some of the trends in our research focus are:👇
- Artificial intelligence supported processors
- Verifiability of data and privacy solutions
- Decentralized data storage systems
- Distributed energy resources and their integration with blockchain
Is a New Ecosystem Rising?
After big breakout projects like $SOL , it is a matter of great curiosity which ecosystem will experience the next explosion in the crypto world. Identifying potential opportunities in this area can play a key role in future value creation. We are currently continuing to research this. We have a few coins and will share them in the coming days.
⚠️By following all these new trends and potential opportunities, we aim to discover innovations that will reshape the crypto markets in 2024 and beyond and bring them to our followers to the fullest.👍
