
As the cryptocurrency segment is getting more and more mature, priorities are moving from short-term to long-term investments. As a result, the focus should only be on projects bringing real value in the long run, CryptoQuant CEO Ki Young Ju says.
The altcoin segment survived the many-year regulatory hostility, and crypto is now out of its “nanny state.” That is why we are amid a major paradigm shift right now, Ki Young Ju, a renowned crypto analyst and the CEO of CryptoQuant, has shared with his 424,000 X followers.
After years of regulatory crackdown, only projects with a long-term vision and mission are here. That is exactly what investors should be focused on, prioritizing platforms that create lasting value and playing the long-term game, Ki Young Ju adds.
Instead of a short-term, aggressive speculation tool, cryptocurrency — in particular, altcoins — has become a sphere of value investing.
As covered by U.Today previously, a recent theory about Bitcoin’s (BTC) whale-driven sell-off by long-term holders (LTH) appeared to be a hoax.
Strategic cryptocurrency believers are not selling despite the market uncertainty dominating in Q4, 2025, and the anticipations of a close peak.
Cryptocurrencies evolving from speculative assets to long-term investing vehicles are one of the most discussed narratives in 2025. As retail is not dominating here any longer, the scheme of four-year cycles might not be relevant as well.
With holders outnumbering traders and liquidity providers, the major focus of cryptocurrency projects — in fundraising and their business models as a whole — should be on institutions.
Since their launch in January 2024, spot Bitcoin (BTC) ETFs accumulated $162 billion in AUM at the peak, which was registered last October. For Ethereum spot ETFs, this number hit $29 billion.
As such, just two ETF classes control the equivalent of $200 billion in liquidity, which is yet another signal of a shift, moving from retail to institutions.






