The noise of this cycle is going to be stablecoin fervor, real world asset tokenization and a resurgence of "blockchaining all of the things" (especially AI).
The signal will be bitcoin maturing as a preferred collateral asset in private credit markets, the continued maturation of the lightning network and other second layers that facilitate payments, bitcoin mining becoming even more integrated with our energy systems and passive DCAs from companies both private and public that convert a portion of their cash flows to bitcoin.
There will be a ton of pundits and TradFi suits speaking with the utmost confidence about things they really don't understand from first principles and they will bamboozle many.
Keep it simple, stupid.
Fiat money is broken. Bitcoin fixes it. Stablecoins are tied to fiat currencies that are being continuously debased. Blockchains only make sense for distributed peer-to-peer cash.




