The Changing Crypto Order

Arguments for the four-year cycle being dead and why the new order is here.

I really like Ray Dalio’s Changing World Order model because it forces you to zoom out and see the big picture.

Instead of getting lost in daily dramas of crypto X you look at the long-term shifts. That is how we should approach crypto as well.

It is not only about narratives quickly shifting but about how the entire order of the industry changed.

Crypto is not the same market it was in 2017 or 2021.

Here is how I believe the order has changed.