Published 13 Oct 2026, 16:39 UTC · fetched 19 Oct 2026, 13:38 UTC
CrediBULL Crypto
@CredibleCrypto
In reply to · 13 Oct 2026, 15:21 UTC · context given to the AI
I hear you on the parallel to the .com era (I was in the industry at the time with 2 exits before the bust), but what has me worried that we may never actually break out of it is that .com went through one cycle, it lasted maybe 5-6 years, and then the great reset happened and we started valuing assets based on fundamentals. Crypto is in its 5th cycle? 16 years in? At a time when innovation and cycles in all other industries are accelerating, not prolonging and certainly not on a perpetual rinse and repeat schedule. Same thing with the size of the asset class - it's 2-3T today, it was 2-3T 4-5 years ago as well. I for one cannot wait for a time when fundamentals and rationality rule the day, but I'm not as bullish as you (anymore) that "it won't be much longer"...Ah well it seems I am in the presence of a legend here haha. Always wondered what it would have been like to live through those times. I think the problem with "cycles" is that everyone defines them differently. For example- my argument has always been that we are still in the first secular bull cycle on crypto (within which there have been a few cycles of a smaller degree). If you think about crypto relative to the SPX for example, it can be argued that our last major crash was the housing crisis in 2008, since then, and for nearly 18 years now, we've been in a broader bull market on equities or as I would call it a single larger secular bull cycle. Trad markets have been ramping up and will soon be going parabolic, which would make the end of that secular bull run. Crypto has only ever existed in this environment though, and in the same way that trad equities have essentially been in a raging bull since 2008, it is my belief that crypto has been in a larger bull since inception as well. In other words- the .com bust is yet to come imo (but not before that final parabolic phase on crypto that will imo, probably take us to 10T+ before a major collapse). In any case, only time will tell, but this has been my stance since Bitcoin was trading at 3k in 2018, and we are finally reaching the final quarter of that secular bull imo.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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