Is crypto dead, or is there hope for 2026? With Jordi Alexander and Zaheer Ebtikar
Jordi Alexander and Zaheer Ebtikar discuss crypto's current negative sentiment, attributing it to market regime change and builder/speculator mismatches.Summary
In Episode 57 of The Crypto Beat, Jordi Alexander (Selini Capital CEO) and Zaheer Ebtikar (Split Capital founder) joined Tim Copeland to analyze why cryptocurrency sentiment appears to be at its lowest point in years, despite supportive macroeconomic conditions. They argue the market is undergoing a 'regime change' driven by factors like ancient whale distribution, exhausted infrastructure narratives, and a mismatch between the timelines of builders and the expectations of speculators. The discussion covered a shift towards tangible product-building, including stablecoins, on-chain trading of traditional assets, and projects like Dreamcash/HIP3. They also touched upon how volatility in commodities is diverting attention from crypto, concluding that the current low mindshare-to-market-cap ratio signals a strong potential rebound by 2026.
(Source：The Block)