SwissBorg Founder Predicts Historic Crypto Altcoin Cycle for 2025-2026
Alex Fazel, a founding partner of SwissBorg, forecasts a multi-year bull run in the crypto market, potentially leading to "generational wealth" from 2025–2026. He attributes this to a stronger business cycle, relaxed monetary policies, and technological booms in Web3 and AI.
Key Insights:
- The market structure involves Bitcoin leading, followed by [Ethereum](https://holder.io/coins/eth/) and top-cap altcoins, eventually spreading to mid- and small-caps.
- Fazel predicts total crypto market cap could reach $6–$9 trillion, up from its previous ~$3 trillion peak.
- He highlights DeFi and exchange tokens as strong performers, with significant returns noted in assets like Hyperliquid’s HYPE and Sui's DeepBook DEX.
- Successful tokens often have buyback mechanisms, though emissions can counteract these efforts.
- A four-quadrant framework for token assessment includes utility, loyalty via locking, sustainable buybacks, and float-reducing mechanisms.
- Digital asset treasuries are increasingly accumulating cryptocurrencies, enhancing both stock and token value.
Fazel emphasizes risk management, advising investors to focus on probabilities and be prepared to divest underperforming tokens. Despite potential Bitcoin pullbacks of 30%–40%, he is optimistic about long-term growth, suggesting a high ceiling for [Bitcoin](https://holder.io/coins/btc/) beyond casual forecasts.
As of now, the total crypto market cap is approximately $4.2 trillion.