I just saw a very interesting analysis by Raoul Pal about where the crypto market might go. The guy is well known for these bold predictions, and this time he's talking about a 30x growth by 2026.

What caught my attention is his argument about scale. The crypto market is now at $3.5 trillion, right? Well, according to him, that only represents 3% of the way to $100 trillion. When you put it that way, it’s clear we’re still very early in this story.

He emphasizes the importance of three things: holding your position for the long term, being patient, and above all, choosing the right assets. Not just anything will give you 30x, you know? You need to know what you’re buying.

One point he raises is Bitcoin as a substitute for gold. It makes sense when you think about the potential value migration. But he also pulls a card mentioning Zcash as a possible opportunity for 1,000x returns. That’s much more aggressive, of course, but it shows he’s looking beyond the obvious.

Anyway, it’s an interesting perspective for those thinking about positioning in the crypto market for the upcoming periods. The 30x prediction is bold, but the reasoning behind it makes sense if you believe in the mass adoption thesis.