2024 ক্রিপ্টো মার্কেট সাইকেল: Stagnation, Bubbles, and the Elusive Breakthrough

আশা-বঞ্চনা: 1849-এর ‘গোল্ড্‌র‍্যাশ’য়ই ‘আবার’?

আসলে, 2024-এর BTC-বুলরানটি 2021-এর ‘DeFi Summer’-এরমতো नয়। Macroeconomic headwinds, ETF paradoxes, innovation drought—সবইয়ेমধ्ये stagnation।

Bitcoin-এও Apple/সুনার VS gold-এও समानता देखছি।

Wall Street vs Cypherpunk:

Institutional takeover: predictability over revolution

ETF approval? The victory lap. But BlackRock control? We’re now spectators. QCP Capital data shows BTC correlation with traditional markets at all-time high. Satoshi’s dream? Gone.

VC Graveyard: Why Private Markets Are Dying

Binance Research: a) FDV launch with <20% circulating supply b) Western/Eastern capital playing separate games c) Copycat projects killing real innovation

Result? VCs can’t exit profitably. Funding model is broken.