The Next Bull Market | Roundup

Bullish:

• $MORPHO - Mike believes Morpho and other blue-chip DeFi protocols will be major winners as institutional money flows into crypto seeking compounding returns.

  • “So honestly the big winners, like the fundamental compounders that I see this cycle are kind of like, you know, the, all of a MorphoSky maples, Caminos of the world.”

    Mike·10:48

  • “I think, I think a lot of these Apollo type folks are gonna look at this world and be like, I get this. This makes a ton of sense to me.”

    Mike·10:59
• $DEFI - Mike has strong conviction that DeFi 2.0 will dominate the next cycle as institutional investors follow the same discovery path retail did.

  • “I actually, I kind of think this cycle is gonna be DeFi two point zero”

    Mike·10:09

  • “I think that, this next cycle is just all about that, to be honest. And I think it's gonna completely dominate almost everything.”

    Mike·11:09

  • “I still just my bet here is DeFi. It's like the big winning category of this segment.”

    Mike·49:26
• $HYPERLIQUID - Myles believes Hyperliquid could lead the next cycle due to trading protocols' superior economics versus lending protocols.

  • “I've just fully come around on, hyper liquid, I think actually, there's a good chance hyper liquid is going to lead the cycle.”

    Myles·43:37

  • “I in general think that they rightly deserve a higher multiple than like lending protocols in general, like trading, you know, protocols make much more money”

    Myles·43:45
• $ZCASH - Xavier sees Zcash benefiting from growing privacy concerns and quantum computing risks to Bitcoin.

  • “I think privacy has been like really clear at the end of last cycle that people care about privacy now, and it's becoming much more important in the age of AI. Money itself, you're seeing Zcash, etcetera, like kind of pumping even in the bear cycle”

    Xavier·7:42

  • “I actually think that's kind of a bullish catalyst for Zcash.”

    Xavier·28:18
• $CRYPTOAI - Xavier believes AI agents will be a major driver of the next bull cycle, creating new capital formation mechanisms.

  • “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.”

    Xavier·37:03

  • “I'm pretty confident we're gonna have agents on these crypto rails, like, doing crazy things when it comes to, like, investing and people are gonna be putting money into these agents.”

    Xavier·14:48

Bearish:

• $BTC - Mike believes Bitcoin may not break all-time highs for years as it transitions to trading like a mature commodity with long consolidation periods.

  • “Bitcoin here, it would not shock me if Bitcoin doesn't break its all time high for three years.”

    Mike·24:51

  • “I think that the days of Bitcoin creating the wealth effect that feeds the rest of crypto, that cycle's breaking in real time.”

    Mike·25:34