Crypto ’Value’ Picks Gain Traction as Market Matures
The cryptocurrency market is witnessing a paradigm shift from hype-driven speculation to fundamentals-based valuation. Projects demonstrating sustainable revenue models, token buybacks, and institutional demand are emerging as the new 'value' plays—mirroring traditional equity markets.
Gone are the days when meme coins and narrative trades dominated. The industry now rewards tokens tied to concrete metrics: revenue growth, dividends, treasury demand, and ETF adoption. This maturation reflects the same evolutionary path equity markets took decades ago.
Notably, publicly traded companies like Coinbase (COIN) and MicroStrategy (MSTR) are bridging the gap between crypto and traditional finance through their digital asset activities. The market correction appears to be accelerating this transition toward fundamental analysis.