I’ll cut to the chase.
Time is running out.
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The second half of the Bitcoin bull run is starting.
Bitcoin is already at $90K, Coinbase is already top 10 in the App Store. Retail is arriving and they’re hungry to buy.
If the past bull run is any indication, we may have as little as 4 months until peak euphoria.
“But this cycle is different.”
That’s right. It is.
Speculation abounds that the US will establish a Strategic Bitcoin Reserve. Even some senators are calling for it.
If that happens, expect other countries to quickly follow suit and maybe even front run the US, before they’re priced out of Bitcoin entirely.
This is likely to be the Bitcoin bull run to end all bull runs (not literally, but maybe the last before volatility drops dramatically). Rather than your crazy uncle FOMOing in, it will be nation states and multinational corporations FOMOing in.
Just this week, Mike Novogratz speculated that nation state buying could push Bitcoin over $500K.
Realistically, you have a few months at most to prepare.
Here’s how crypto cycles usually go:
Bitcoin rallies first.
Then, investors move down the risk curve.
Then majors move to coins like Ethereum, Solana, and BNB.
Then smaller altcoins run as people move further down the risk curve.
Eventually, the market devolves into speculation-driven mania as any developer with a pulse can launch a coin and see it run to a million-dollar valuation.
It isn’t too late to position yourself for “Alt Season”, but time is of the essence.
How do you get there?
Last week, I shared my story about how I learned fundamental analysis in crypto and how the Dynamo DeFi Pro subscription gives you the resources to invest in crypto based on fundamentals.
Read more here:
To briefly recap, Dynamo DeFi Pro is built around 5 pillars: Education, Insights, Data, Analysis, and Community.
Education - The Onchain Academy has over 3 hours of content to teach you how to use onchain metrics and onchain analysis. [ON DEMAND]
Insights - Monthly group Zoom presentations to go through narratives driving the crypto market for that month.
Data - Our weekly data report includes custom onchain data milestones as well as an analysis of protocols with breakout usage and key metrics related to the state of the market.
Analysis - Regular deep dive reports with research and fundamental analysis of trending tokens and narratives.
Community - A Discord community to discuss the market and opportunities.
All of these come together to teach you fundamental analysis in crypto.
What I would do if I was starting Over
If I decided to lock in now and learn for the crypto bull run, here’s how I would do it:
First I would decide on a niche.
Here are a few examples of niches:
Solana DeFi
Base DeFi
AI agents
Bittensor
Modular chains
DePIN
Memecoins
Crypto gaming
Remember, you can always go broader later. But to find an edge, you need to go deep. The fortunate thing is that crypto has enough small niches that remain isolated enough from big players for you to gain an edge.
Next, I would learn the core skills of fundamental analysis.
How to read whitepapers–When I first got serious about crypto research myself, I read either a white paper or documents for a protocol everyday for months.
Onchain analysis–How to track smart money wallets? How to check the ownership distribution of a token? How to see whether top holders are buying or selling?
Onchain metrics–Metrics like TVL and Fees can show you the usage of a project.
Tokenomics–Understanding token unlock schedules will put you head and shoulders above the competition.
You can learn things on your own using free resources. Or use the guided resources I created for Dynamo DeFi Pro.
Accelerating Your Learning
And what if you want to learn things faster?
After all, Bitcoin is already at nearly $100K.
For dedicated students that want to accelerate their learning, we’re introducing the Sovereign Member plan to Dynamo DeFi. The Sovereign Member plan offers more personalized support and access.
To ensure we can give each member adequate attention, we’re limiting the number of available spots.
Sovereign Members will receive:
Guaranteed 24-hour response time on questions
A small group only for Sovereign Members
The ability to submit questions ahead of time for our monthly group call (our next call is in 6 days)
A personalized onboarding consulting call
Here’s a breakdown of the Free, Pro, and Sovereign Member tiers:
Accelerate your learning and prepare for this crypto bull market.
Until next time,
Dynamo DeFi
Dynamo DeFi is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
