Part 8/20:
An intriguing chart by Ki Jung Joo suggests that the next big move in crypto could be driven by institutional investors, similar to the retail-driven surge between 2015 and 2018. Cohen explained that the advent of robust infrastructure—such as custody solutions, compliance frameworks, and regulated exchanges—could unlock a wave of institutional participation, ultimately elevating the market cap and driving prices higher.
He reinforced that, historically, crypto assets have often outpaced broader monetary growth in the long run, especially during periods of loosening monetary policy. However, current conditions—like inflation, monetary tightening, and macroeconomic uncertainty—mean range-bound trading might persist for several years before a significant breakout.