Economist Alex Krüger believes that the current Bitcoin and crypto bull market still has room to grow. He believes that the current cycle is different from previous ones in terms of time and upside magnitude, but investors should zoom out and consider the possibility of a supercycle in crypto. Krüger expects Bitcoin to trade in line with equities but with smaller drawdowns. He highlights Solana as the "fastest horse" but warns about upcoming heavy unlocks that could increase supply. Krüger suggests that Ethereum needs more value capture from layer-2 protocols and more killer apps to ignite bullish momentum. He also expects a new altcoin season but notes that it may not be as explosive as previous ones.
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