Lark dives into why last week’s brutal crash might have been more of a bullish reset than a signal for a bear market. While altcoins got wrecked, Bitcoin and key assets showed serious strength - and macro indicators are lining up for more upside.

Lark’s Outlook – Key Points

Key Highlights:

  • Altcoin wipeout vs. BTC resilience – Many alts (like ADA and ATOM) got hammered, but Bitcoin stayed above $100K and quickly rebounded. Ethereum and Solana also recovered fast.

  • Crypto is decoupling from “shitcoin casino” – Top assets are behaving more like stocks. BTC, ETH, and SOL are now macro-correlated, while lower-tier alts remain extremely risky.

  • Stock bull markets suggest more room to run – Based on historical equity cycles, we may only be halfway through this macro bull run. If stocks keep climbing, crypto will likely follow.

  • Trump-China trade noise is just that – Lark sees tariff talk as short-term noise. Corrections help cool markets and clear the way for new highs.

  • Institutions are buying – Big players (BlackRock, sovereigns, treasuries) are stacking BTC and ETH regardless of short-term volatility. ETFs are bringing in TradFi money.

  • Altcoins need to prove themselves – Look at which ones rebounded the fastest. ETH, SOL, Hype, and BitTensor showed strength. Many others are “permanently smoked.”

Final Takeaway

Lark believes the crash was a healthy reset. Bitcoin and key alts held strong, institutions are still buying, and macro indicators suggest this bull run is far from over. Just stay selective - not every coin will survive.

Lark Davis – When Will Crypto Recover? [Here’s What the Data Says] (15.10.2025 Summary)
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Lark Davis – When Will Crypto Recover? [Here’s What the Data Says] (15.10.2025 Summary)