Crypto will no doubt win long-term, but we have to keep our eyes on TradFi too.
While the Fed has lowered short term rates, long term rates are surging. This could be "good news" if they launch more QE to prop up the bond market.
Or they may allow a stock market crash to occur, in order to force investors into "safe" bonds. This would also crash the crypto market, at least temporarily.
We should have a cushion prepared for such potential TradFi black swans in 2025. IE: stablecoins are still your friend.
Yes, my stance has always been to maintain a 20% stablecoin allocation in a bull market... you never know...