Real Vision: Finance & Investing As Crypto Wobbles, Is It Time to Rotate? (ASTER, HYPE, XPL) | Rekt Vision
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Sep 26, 2025 In this discussion, Zeneca, founder of ZenAcademy and former pro poker player, dives into the dynamics of the current crypto market. He analyzes the underperformance of crypto assets and institutional cycle dynamics, sharing insights on Bitcoin dominance shifts and Layer-1 strategies. Zeneca also explores the implications of SEC scrutiny on decentralized asset funds, Aster's competition with Hyperliquid, and the launch of the Plasma mainnet. He addresses the future of prediction markets, Korean corporate adoption, and strategies for managing crypto portfolios.
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Institutional Cycle Changes Market Behavior
- Zeneca argues this cycle feels institutional rather than retail-driven and that institutional flows will ultimately lift crypto again.
- He expects a few months of chop before liquidity returns and crypto outperforms macro.
Crypto May Lead After Macro Flush
- Mando thinks Fed uncertainty causes crypto to wobble ahead of macro moves and anticipates a macro-led flush followed by crypto outperforming.
- He expects a rotation where crypto underperforms then later leads the rebound, similar to March's pattern.
HYPE Flywheel And ETH Patience
- Zeneca holds ETH and HYPE as his main alt L1 exposures and notes HYPE's airdrop-driven flywheel makes volume fragile to price moves.
- He believes ETH remains a potential multi-thousand dollar breakout despite underperformance so far.