The First Crypto Cycle Without Bitcoin...
Спикеры
Thread Guy
— Криптоинфлюенсер, независимый
Thread Guy argues the next crypto bull run will be the first where Bitcoin barely participates and on-chain crypto mania happens independently. He sees new buyers entering through improved on-chain apps, and cites HYPE/BTC and ZEC/BTC as examples of decoupling. He says Bitcoin's narrative is currently cooked and he sold all BTC, though he may buy again later.
- Speaker predicts Bitcoin will have minimal participation in the next crypto bull run.
- He says on-chain crypto mania can occur without Bitcoin strength.
- New buyers are seen entering through improved on-chain apps, social/mobile trading, and DeFi innovation with AI.
- Cycles separated from Bitcoin: 2017 stack BTC, 2021 ETH/NFTs, 2024 SOL/memes, 2026 on-chain trading/cash.
- He highlights HYPE/BTC and ZEC/BTC as already decoupling or bottoming versus Bitcoin.
- He sold all Bitcoin and calls the Bitcoin narrative 'mega cooked', but may buy later.
Идеи
On-chain crypto mania decouples from Bitcoin.
The next crypto bull market will be the first where Bitcoin barely participates; on-chain crypto can have mania independent of Bitcoin. New buyers enter through improved on-chain apps and trading platforms, developers are innovating in DeFi with AI, and each cycle has separated further from Bitcoin: 2017 stack BTC, 2021 stack ETH/NFTs, 2024 stack SOL/memes, 2026 on-chain trading and stacking cash. Bitcoin's narrative is 'mega cooked' and he sold all BTC, while on-chain assets have already decoupled from Bitcoin.
On-chain crypto mania decouples from Bitcoin.
The next crypto bull market will be the first where Bitcoin barely participates; on-chain crypto can have mania independent of Bitcoin. New buyers enter through improved on-chain apps and trading platforms, developers are innovating in DeFi with AI, and each cycle has separated further from Bitcoin: 2017 stack BTC, 2021 stack ETH/NFTs, 2024 stack SOL/memes, 2026 on-chain trading and stacking cash. Bitcoin's narrative is 'mega cooked' and he sold all BTC, while on-chain assets have already decoupled from Bitcoin.
HYPE/BTC has decoupled and bottomed.
Hyperliquid's HYPE/BTC chart has already decoupled from Bitcoin, really decoupling in January and again in April 2025, suggesting on-chain assets like HYPE can bottom and run without Bitcoin participation.
ZEC/BTC bottomed and decoupled.
Zcash versus Bitcoin has bottomed since roughly March and is another example of an on-chain crypto asset decoupling from Bitcoin price, supporting the view that on-chain names can work even if Bitcoin is weak.
Далее
This Thread Guy video, published August 15, 2026, features Thread Guy discussing On-chain crypto, BTC, HYPE, ZECBTC. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: On-chain crypto, BTC, HYPE, ZECBTC