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.
Optimism grows among those beyond crypto natives
Paul said that while traders and analysts have recently turned bearish on crypto, developers — and, more broadly, those working for crypto companies less tied to market cycles — remain significantly more bullish. “All the data points I’m hearing from basically any crypto-related project or company that doesn’t rely on “natives” near-term is positive,” Paul said.
Source: Nic Puckrin
Based on this, he’s confident that crypto is a “good buy” over the “12-month timeframe” but isn’t sure if it