This report represents the culmination of ideas shared during various presentations in November with industry leaders. It encapsulates a thesis developed over the past year, now crystallised with mounting real-world evidence.
In my last report, I highlighted a liquidity-driven price forecast for Bitcoin, which is ascending to global reserve asset status as the best hedge against monetary debasement. This link with currency debasement has held up fairly well over Bitcoin’s short history.
After a six-month hiatus, central banks are once again flooding the markets with liquidity as leverage and expectations reset, setting the stage for the next wave of the crypto bull market.
In the latest update from Jamie Coutts, Chief Crypto Analyst at Real Vision, Sui's outperformance is highlighted, triggering momentum buy signals against BTC and SOL. Active addresses have surged from 20,000 to 1.2 million YTD. With US$767 million in net flows and low transaction costs, Sui is positioned as a scalable Layer-1 blockchain.
The past six months have been tough for crypto markets, but a strong foundation is being laid beneath the surface of volatile prices and supply overhangs.