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2024 was a turning point for Web3 -
From BTC hitting new highs to institutional adoption of ETFs, the crypto ecosystem evolved in ways that lay the foundation for exponential growth in 2025.
Let’s dive into the biggest insights and predictions from our Year-End Report. 1/11
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1/8
Did Bitcoin bottom, and is the bear market over?
US real-time inflation has accelerated to 0.28% month-on-month, according to Augur, above the roughly 0.165% monthly pace consistent with the Fed’s 2% annual target. This leaves less room for policy easing.
ALT Sources: https://x.com/CharliePatrick/status/2094063366784634959/photo/1 and https://x.com/MikeZaccardi/status/2094176704126222565/photo/1
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7/8
Weekly momentum remains less convincing.
Bitcoin has formed a hidden bearish divergence, with RSI making a higher high while price made a lower high - a configuration that can precede a new leg lower.
ALT Source: https://x.com/Web3Niels/status/2094002118373904418/photo/1
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8/8
The 50-week MA near $81,000 is the key test. A sustained reclaim has historically signalled the end of bear markets. Fed and BOJ hikes, the US-Iran conflict and September seasonality could delay recovery into Q4, but may slow rather than invalidate bottoming.
ALT Source: https://x.com/intangiblecoins/status/2093301227517809035/photo/1
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1/6
30Y yields back at 5%.
The market is starting to realize the Iran conflict is not a short headline cycle. Strait of Hormuz risk kept oil elevated all month and that changes the inflation picture materially from here.
ALT Source: https://x.com/GlobalMktObserv/status/2054884933483606297/photo/1
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5/6
Ethereum continues to separate itself as the institutional settlement layer.
Stablecoin supply approaching $190B and staking above $90B matters more long term than short-term relative performance against higher beta ecosystems.
ALT Source: https://x.com/ArdiNSC/status/2055223204415996047/photo/1
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6/6
The CLARITY Act is probably one of the most underappreciated developments in crypto right now.
The real significance is not short-term price impact. It’s that institutions finally get a clearer framework around custody, compliance and token classification.
ALT Source: https://polymarket.com/event/clarity-act-signed-into-law-in-2026
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1/10 We surveyed 61 institutional crypto investors (hedge funds, VCs, multi-strats, allocators) between Feb 9–18 in partnership with @CryptoFundWatch.
The message is clear:
Institutions now largely believe the 2024–2025 expansion phase has already peaked.
Here’s what changed 👇
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9/10 Conviction deferred, not abandoned.
BTC: $150k–$250k cluster, tail >$350k
ETH: $5k–$10k dominant
Timing concentrates in 2027–2029.
The calendar moved — not the long-term thesis.
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10/10 Capital is rotating toward durability:
• DeFi remains top
• RWAs & stablecoins strengthening
• L1 enthusiasm moderates
• Memecoins now top expected laggard
Beta phase likely over. Selectivity phase begins.
buildwithmv.medium.com/crypt…
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