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 turned bearish on crypto recently, crypto developers — and more broadly, those working for crypto companies less focused on the market cycle itself — remain much 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 has reached a short-term bottom ye
