The Next Bull Market | Roundup

Key Takeaways

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  2027 marks the next major bull peak

  “I think the way I describe it right now is we're about six months into a pretty deep bear market. Traditionally, bear markets have lasted around 12 months before activity started recovering. That kind of makes me think that by the end of this year, we'll be looking a little bit better. We won't be out of the woods yet, but I do think 2027 will be quite a good year.”

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  Market returns will become increasingly selective

  “In general, the game is getting harder every cycle. You can't just like, even the last one, the last one was pretty narrow, right? Like it wasn't just throw a dart at the board and like all of the coins basically go up. And I think that will persist, right? It's going to be much more narrow, thesis driven. And then even probably like the weird stuff will also be quite narrow and like just come out of PVP communities.”

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  AI agents drive the next narrative cycle

  “I think for this cycle to work in a big way, it has to be retail driven and or agent driven, like Mike was saying before, like retail almost needs to interact with agents or agents need to interact with themselves and get this thing going. And I think that will happen. So like, that's what I'm bullish on this next cycle.”

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  Institutional capital shifts toward DeFi 2.0

  “I think the price, who is driving price discovery? It's the boomers here. There's a bunch of boomer money via now ETFs, but soon RIAs and stuff like that, that's going to move into crypto. They're going to go through the same process that we did, and they're going to look at the world and say like, what makes sense here at DeFi?”

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  Crypto splits into blue-chip and penny stocks

  “Crypto is splitting into the worlds of world of, just like stocks, like blue chip stocks that are traded on exchanges and penny stocks. Crypto has been entirely penny stocks. That game is going to continue to exist, but it is going to get dwarfed by the blue chip, you know, exchange traded stock game, which competes on compounding and all of the stuff that you would be relatively familiar with.”

Episode Description

This week, Mippo, Myles, and Xavier sat down to discuss the next crypto bull market, covering whether it has started, expected market breadth, rotation patterns, sector winners, the return of retail, the role of regulation, and how crypto's culture is evolving toward institutional maturity. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (02:20) Has the Next Bull Market Started? (15:59) Broad Rally or Dispersion? (23:03) What Leads This Cycle? (30:26) Will Retail Come Back? (42:49) Winning Sectors (51:29) How Regulation Shapes This Cycle (57:30) Crypto’s New Culture —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.