I just checked out a video about the current bull run and picked up some insights. It really hit me that bull markets thrive on key narratives that shape where people invest. The video pointed out that past bull runs were fueled by things like ICOs, DeFi, and NFTs, while this time around it seems all eyes are on hype surrounding tokenized real-world assets, Layer 2 scaling solutions, AI projects, and the next phase of DeFi.
That said, it's super important to realize that while some of these trends might have solid long-term potential, a lot of them could just be speculative bubbles. So, investors really need to be smart about spotting the good projects, knowing when to jump in and out, and making sure to diversify their portfolios. Also, taking profits partially or fully can help avoid getting caught up in the hype.
So here’s my question: with so much speculation buzzing around this bull run, how can potential investors sift through the noise to find long-term, meaningful projects that actually have a financial impact instead of just chasing after hype?
Firstly you are right, this bull run has been built on too many speculations the biggest being about the US election as Donald Trump showed the public that he is highly interested in Bitcoin.
And just like every speculation it is not all that very active, one thing that has helped me navigate the Crypto-currency world is not going by speculation, take for instance if the story of Kanye West were true and he actually rejected 2 million you promote fake tokens then you should understand that you owe yourself the responsibility to do your own research.
It will be good if you only invest in bitcoin and hodli for long term, so that you don't need to bother about the market. Investing in a long-term on bitcoin wouldn't make you run at loss of you don't sell due to panic because bitcoin price increases overtime. With this, you don't have to listen to anyone but just keep on stacking for the future.
A time will come that bitcoin will be expensive and anyone without bitcoin will regret it by then. Only bitcoin is the solid project and has the potential to make new ATH in every four years.
You're both correct and incorrect at the same time.
Instead of the ICOs, RWAs, etc.It is the four-year cycle of Bitcoin that's always driven bull markets.
The shitcoin project team only use the potential of BTC 4 years cycle to generated hype by leveraging the Bitcoin 4 cycle potential.
Why do we always see new project introduce into the market during the Bitcoin market 4 years cycle?
What the investor need to use the strategy used by shitcoin creator t make the meaningful long-term investment.
Despite of all the hypes and speculations, the safest option is to stick with bitcoin and invest on what you can afford to lose. Buy when the price is low, and keep hodling after. If you trust bitcoin completely, you will never create decisions and actions that will ruin your investment, despite of how hyped the market is. For me, invest in bitcoin with caution, the whole market could be hyped, but you can never go wrong if you stick to bitcoin.
When you say projects, are you referring to altcoins as well? If so, thats a bit tricky since altcoins are highly unpredictable and much more volatile compared to Bitcoin. If the goal is long-term profitability, Id suggest focusing on just one coin, and thats Bitcoin.
With the recent drop, theres no need to panic as long as we understand how the market works. My mindset hasnt changed, I always see dips as opportunities to accumulate more. For those using the DCA method, this is actually a great time, as theyre getting more Bitcoin compared to when the market is bullish.
Being profitable isnt really complicated. Just keep buying, stay patient, and wait for the right time to sell. Of course, its important to set a target because being too greedy can make you miss the chance to take profits, forcing you to hold even longer before cashing out.
Bitcoin is strong and it can survive through bear market very well but in a bull market, there are many narratives for Bitcoin market and altcoin market too. Narratives won't stay and their effects are short lasting too but with altcoins, they don't have good future after a narrative trend went away. Bitcoin is different and it does not need any narrative to be well in a bear market and it can make new all time high in a next bull market as history shows it in many market cycles so far.
DCA strategy if is applied properly and with good capital and financial management, is a very good investment strategy. Profit is almost guaranteed with DCA Bitcoin strategy, but make sure you store your bitcoin in open source, non custodial wallet and secure your device, wallet safely. Also you must have backups to use for wallet recovery later.
Many people store their bitcoin on centralized exchanges and ignore risk. Many people store bitcoins in their non custodial wallets but don't have wallet backup or don't test their backup recovery usabiity. It's dangerous too.
How to backup a seedphrase.
Reminder: do not keep your money in online accounts.
Buy the number one trusted coin, so too say bitcoin. Big institutions will not look into many choices since its hard to buy with a lot of comolication on token legality so pick a coin that is massively accepted and btc has etf. So this is a wise choice for investors or big groups. If you are retailer investor then go explore your options on some major and hype altcoins that got solid narrative and good market sentiment.
Are there AI projects that have been able to get traction within the cryptocurrencies space, enough to constitute for a hype in the speculation of a bullrun? I havent really heard of any or just didnt give it much action so, Ive just got to ask.
I think here is how we get to differentiate actual investors with the foresight of the market and a project than, those who ride on trends. I really cant tell you that you know, the cryptocurrency space is one that is filled with several projects that might seat well with your good judgment and in the end, it turns out to be a wrong deduction of the project.
What have stood out over the years are projects whose blockchain can be adopted by other projects.
When you find that the project owners have a long-term vision and solutions to problems related to cryptocurrencies more than quick promises of making profits in a short period.
Look for the project developers, the white paper, future plans, and whether the project solves a real problem and thus there will be security support for them planning for quick profits.
Without a deep knowledge of the market needs and whether the claims of the development team are true, you will not be able to answer these questions.
Although your question seems to be very reasonable, I think that it is not well posed.
I've very recently bought Nassim Nicholas Taleb's book Fooled by Randomness and, although I haven't started it yet, I think that the conclusion I will reach after reading it will be that although you try to make reasonable investments, chance always plays a major role.
It seems evident that going all-in long-term in hyped shitcoins is not a good strategy, but what I mean is that even investing in strong projects long-term projected, even in Bitcoin itself, could go wrong. So be careful, never go all-in or, although it sounds lick a cliché, invest what you can't afford to lose.
Before every bull run happens there is always signs because if I could remember before the US election there was speculation that the price will hit 100k but it was a very difficult situation for people to believe because they were trying everything possible to invest more that is for those that actually believes in bitcoin. We all know that the price of bitcoin is always determined by price its either its going up or down they are always determined by news and hype and even before hitting 100k there was serious hype.
When it comes to buying of coin there is no need to want to choose only bitcoin but you can do exploration that is what they are there for because when you focus on only bitcoin you will be limiting your self so there is a lot for us to explore but if you don't want to explore then the best thing will just be for you to invest in bitcoin, and for it to be easy you can just hold. And save your self a lot of stress. But you want to embrace stress you must even be ready to learn.
Cryptocurrency is general involves taking risk, we should know before this, fornus to decide on going for any crypto project tells that we already know about them and have taking time to investigate about such a project before going for it, we should also beware of hypes, though it's one of the ways to quickly announce a coin to the world for public recognition, but also a very dangerous way to use in selecting for one, because after the hype comes the dumping, we are to take time to have every necessary information about a project before going for it once we can afford it risk.
Cycle is usually used to define a longer period of time in the market (ie. the 4 years marked by bitcoin's block reward halving) not short term ups and down. Those are more like "trends" than a full cycle.
The Cycle itself is only driven by bitcoin's increasing adoption that brings in new people with new money part of whom would go into the shitcoin market to trade and try their "luck" with shitcoins and their pump and dumps.
But in these smaller bull/bear trends you are correct that the hype is the driving force behind them. We see ICO mania which they renamed a dozen times over the past 4-6 years and tried to revive it with little success.
The reason for that is because tokens and majority of altcoins are completely useless so they cannot rely on real adoption to drive their prices up. So they have to come up with mass advertisement and "hype" to pump it before it gets dumped back down again.
First and foremost, take Bitcoin out of this undependable characteristics because the evaluation of Bitcoin values is not like any of the hyping coins out there but of it owns utilities pegged on the markets dominance, manipulation and investors sentiments which literally drives the motion of Bitcoin price while the meme coins are tied on hyping and manipulations.
But OP, I must tell you that the crypto market can not be scripted nor physically virtualize of taking it shots of videos because I am wondered what video you mean. Or I should guess you mean market price charts.
Also, be careful so you don't get lured out of , control of following online streamers which go me skeptical that the so video you talked about watching could be a scripted one for the presenter (s) to scam it audience.
It is true that every bull market is driven by hype cycles narratives and usually this is in altcoins, and I think this is all just a temporary hype, because basically all retailers or even owners of a crypto project will eventually take their profits there and then eventually will invest in Bitcoin because of the stability of Bitcoin itself rather than altcoins. As one example, last year there were several narratives that led to a bull market, although temporary, one of which was the AI narrative which had attracted a lot of people's attention because many altcoins with AI narratives had increased in value. But it must be remembered that all of this is temporary, and what will survive and peak is Bitcoin.
Avoid those shit coin projects, they just dies always ( sooner or later).
BTC is what created the whole thing and every price movement you see on the crypto market is dependent on the Bitcoin's trend and rarely we see a coin or token pumped only because of someone popular voucher/mentioned or created it and people started going crazy without knowing the actual intention of those projects.
Just buy BTC and forget about the manipulation, speculation.
I generally agree with the notion that "narratives" are important for the development of bull markets.
The "narratives" you mentioned, however, seem to drive mainly the altcoin market. In my opinion, these narratives are currently dying down as shown by Bitcoin's increased dominance. The problem is that many altcoin projects fail to show why their "solutions" have to be implemented via blockchain and cryptocurrency technology. Most AI, RWA, "DeFi" and other coins/tokens could be implemented without problems as simple IOUs, as they are completely centralized.
Thus I agree with most of the other posters in this thread: those altcoin hypes are short-lived and speculative, and there will be less and less opportunities to ride such waves.
It is however a good idea to identify the narratives reigning the Bitcoin market. In my opinion the most important narratives since 2023 were the ETFs in the US (early bull market until March 2024), the lowering of interest rates by the main Central Banks of the world during 2024, and later the supposedly crypto-friendly policy of Donald Trump. The latter is an example for narratives influencing both the Bitcoin and the altcoin markets, and also there are examples where "pure" altcoin narratives influence the Bitcoin market. The big first ICO boom of 2017/18 may have had influence on Bitcoin's stellar performance that year and also on the crash in 2018 when the ICO bubble popped.
It is plain and simple. HODL BITCOIN.
There is no need to narrow it down for you all because that has been so effective ever since there has been a change in the narrative in the crypto space.
We have seen that changes every cycle and this time, there is another way for these narratives to move the market up but they're not going to last.
The hype stays wherever it is right now and it won't be long until they start to get unnoticed. While Bitcoin, it stays there for so long and there is no need to worry about how to get through with all of these hypes.