BlockTower Capital’s founder sees the mismatch as a chance to make “differentiated bets,” expecting “trending outperformance” in the next run.
The major disconnect between crypto traders’ growing short-term market uncertainty and crypto builders becoming more bullish than ever creates a prime setup for long-term investors, according to a crypto hedge fund founder.
“This is one of the starkest divergences I’ve seen in sentiment and fundamentals,” BlockTower Capital founder Ari Paul said in a March 14 X post.
Paul said that while traders and analysts have turned bearish on crypto recently, crypto developers — and more broadly, those working for crypto companies less focused on the market cycle itself — remain much more bullish.
