Lark believes the crypto bull market is not over, but we’re currently stuck in a frustrating and uncertain period because of macro and geopolitical issues.


Lark's Key Opinions:

1. Crypto is Strong Fundamentally

Key Highlights:
  • Despite price weakness, crypto has never looked more bullish in terms of news and adoption.

  • Major companies are investing in Bitcoin, new ETFs are launching, and adoption is rising (Wall Street, PayPal, Stripe, etc.).

2. Geopolitics & Macro Are Holding Us Back

Key Highlights:
  • Ongoing threats of war (like a possible US-Iran conflict) and global uncertainty are making markets nervous.

  • Stocks and crypto are stuck, not because of bad fundamentals, but because of fear and confusion.

3. Bitcoin Still Looks Good

Key Highlights:
  • BTC is only down about 7–8% from all-time highs, which is normal.

  • It’s sitting in a “triangle” pattern; if it breaks down, it could drop to $93K, but if it breaks up, it could hit $120K+.

4. ETH and Solana: Watch Closely

Key Highlights:
  • Ethereum is stuck in a tight range between $2,100 and $3,000.

  • Solana is holding key support, but if it drops further, things could get uglier despite ETF potential.

5. Altcoins: Brutal Market

Key Highlights:
  • Most altcoins are struggling badly, and even promising projects are down 50% or more.

  • A few exceptions are performing well (like Hype and Aerodrome), especially those with treasury investment news.

  • Lark says it's hard holding bags right now, but believes better days are coming.

6. ETF & Adoption News is Wild

Key Highlights:
  • ETH ETFs are seeing inflows.

  • Companies like Prenetics and Circle are buying Bitcoin or launching crypto services.

  • Circle IPO caused a 10x for early investors, though Lark thinks it’s now overvalued.

7. Lark’s Take on Market Timing

Key Highlights:
  • He thinks we may not follow the usual 4-year cycle this time.

  • Instead, we could see a longer, multi-year bull market, similar to how gold ETFs affected gold years ago.

8. Final View: Calm Before the Storm

Key Highlights:
  • Lark believes we're in a strange moment: fundamentals are amazing, but price isn't reacting yet.

  • If peace returns and fear fades, crypto could explode upward.

  • If war breaks out, we might get a harsh dip first, but he’s still long-term bullish.


Lark’s Simple Advice:

Key Highlights:
  • Stay patient and zoom out. Big money is entering. Adoption is growing. This pause may lead to major upside.

  • Watch macro news (like US-Iran tensions) — it's driving fear more than actual crypto weakness.

  • Altcoins are risky now, but he sees a few with potential and expects a rebound eventually.

  • Celebrate profits and don’t get dragged into drama or hype.