Empire Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
23 snips
Jan 22, 2026 Dive into the rollercoaster ride of Bitcoin’s recent price shifts! The team dissects the macro influences affecting markets and shares insights on Solana's potential. Discover why Lighter's declining price could still represent an attractive investment. The contrasting views on privacy coins Monero and Zcash spark intriguing debates. Lastly, explore the cyclical nature of market phases and strategies for navigating the crypto landscape. Don't miss these thought-provoking perspectives!
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Bitcoin Is Its Own Asset Class
- Bitcoin behaves as its own uncorrelated asset, making it useful for long-term portfolio risk reduction.
- Short-term reactions are unpredictable, complicating tactical trading decisions.
Use On-Chain Perp Metrics To Gauge Risk
- Use perp DEX volumes and open interest as proxies for risk appetite when allocating capital in Q1.
- Prefer spot buys for multi-year horizons and avoid tactical overtrading in uncertain short windows.
Buy Familiar Projects On Dislocation
- Consider Hyperliquid as a buy target if price declines and fundamentals remain resilient.
- Focus on assets you understand and can hold through churn from large early holders.