Crypto

Mike Ippolito on Why Our Crypto Bags Aren't Going Up

David Hoffman
David HoffmanJan 6, 2026

Original Description

This year’s vibe: cognitive dissonance.
So many people are looking around like… “wait a second this doesn’t make sense”
The U.S. just did a “massive bear hug of crypto,” we got “GENIUS this year,” and “clarity potentially right around the corner”… and yet: “I thought my bags were supposed to be going up.”
What’s happening is the market is changing underneath everyone’s feet.
A regulated route is emerging, and the “wild west” era is fading.
The “very irrational market is starting to get much more rational and much more fundamentally driven.”
That shift is why the old playbook feels broken. It’s not just vibes anymore. I’s maturity. A market that’s starting to “follow a very predictable curve around maturity.”
#crypto #cryptomarket #web3 #bitcoin #ethereum #altcoins #cryptoinsights #investing #macroeconomics #fintech

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