My base case for crypto over the next 12 months 👇
Summer: Choppy majors. Most majors range with the occasional breakout and drawdown. But this gets remembered as Hyperliquid Summer: $HYPE rips past $150 on the back of the largest IPOs in history including SpaceX, Anthropic, OpenAI, and HIP-4 captures significant attention. Privacy coins and decentralized AI catch a bid. But attention and flows stay glued to HYPE as institutions pile in.
Fall: TradFi tops out on a Democratic midterm sweep. The AI bubble starts cracking as Warren & her cronies wage a war on AI that makes the crypto crackdown look miniscule. Capital rotates out of AI stocks → back into majors. Real fundamentals and growing revenues get rewarded. BTC, ETH, ZEC “bottom” in October and grind up. HYPE cools.
Q4: The supercycle begins. Zombie chains fall out of the top 100. Tokenization, stablecoins, and RWAs lead. Revenue-generating protocols dominate. HYPE resurges.
Q1 2027: The Clarity Act gets signed. The inflows CT has coped about for years finally hit. A hard-to-miss market, but the best R/R sits in tokens actually aligned with their protocols and paying real revenue back to holders. A small batch soaks up all the flows.
Q2 2027 targets:
🔹BTC: $165K
🔹ETH: $6.5K
🔹ZEC: $1,500
🔹HYPE: $300
What do you think?