Ansem: Infrastructure and market sentiment are now ripe, and this crypto cycle may see the largest-scale participation from retail investors.

Crypto KOL Ansem posted that although the current market is still in a correction phase, this cycle has multiple conditions that can drive large-scale retail participation. Ansem noted that Solana is currently down around 75% from its all-time high, while Bitcoin is roughly 50% off its peak. However, the industry’s infrastructure and user experience have improved significantly compared to the previous cycle, including more mature mobile trading experiences, easier cross-chain functions, and lower entry barriers for new users. He added that in this cycle, more high-quality developers are building projects via a combination of tokens and equity, while institutions’ interest in Real World Assets (RWA), regulatory frameworks related to the Clarity Act, and crypto initiatives from traditional tech firms like Stripe and Robinhood is growing. Ansem believes the surge in AI stocks over the past few years, along with wealth-creation cases from meme coins in crypto, is boosting the market’s focus on short-term trading opportunities. Some meme coins have previously grown from scratch to reach hundreds of billions in market cap, while current popular meme projects remain at relatively low circulating market cap stages. He pointed out that with the development of perpetual contracts, institutional-grade trading products, and the trading ecosystem for meme coins and small-cap tokens, this cycle could attract both institutional investors and risk-seeking retail participants. Ansem said that if teams can successfully advance their mobile app rollouts, it will further draw new users who previously stayed out of crypto due to operational complexity, pushing this cycle to become one of the largest in terms of retail participation.