Nobody Cares About Coins: Why It's Actually an Opportunity...When Will Bitcoin Bottom? | Seo Dong-ju, Kim Dong-hwan, Kang Hwan-guk

Summary

Author Baek Han-guk argues Bitcoin is near a cyclical bottom, with extreme retail disinterest signaling a contrarian opportunity; he advises accumulating from Q4 2025 after seasonal August–September weakness. He also evaluates Hyperliquid token, which he sold in July but plans to re-enter in Q4, discusses stablecoin yield strategies, and touches on the rotation away from semiconductors toward Europe, healthcare, and software.

• Bitcoin’s 3-year-up/1-year-down cycle points to a bottom around September-November 2025, Q4 historically strong.
• August and September are almost always weak for crypto; waiting to buy until October is prudent.
• Hyperliquid DEX token has strong revenue and buybacks but faces dilution and competition; re-entry planned for Q4.
• Circle (USDC) and stablecoin themes will benefit from AI agent payments over the long term.
• Prediction markets are a fast-growing sector; a token referred to as ‘러비’ is seen as promising.
• Money appears to be rotating from semiconductors into European equities, healthcare, and software.
• Quantum computing threatens Bitcoin’s lost coins; without a fix, conviction in Bitcoin long-term declines.