Crypto Cycles and Outlook:
Crypto prices move in cycles around the 4-year halving cycle, with the next major peak expected in 2025 based on historical patterns.
The crypto market cap is expected to go from $2.5T today to $10-15T in this cycle, potentially $100T by 2030, based on a continuing exponential adoption curve.
Bitcoin can be thought of as a large cap and tends to lead the cycle, while altcoins are like small caps and tend to outperform Bitcoin later in the cycle once the trend is established, similar to how small cap stocks lag the ISM.
On-chain data and technical analysis suggest the crypto bottom is in and the bull market is resuming after the 2022 bear market. Altcoins in particular look poised for major outperformance in the months ahead.