DeFi· ★★★· neutral·

Bitcoin's 4-year cycle is self-fulfilling, but RWA will define what's next — ARK Invest

  • —Valente sees November as the inflection point of Bitcoin's 4-year cycle
  • —RWA on public blockchains grew to $38 billion in Q3 2026
  • —The RWA user base surpassed 2.5 million
  • —Valente singled out HYPE for strong product-market fit, ZEC for weak programmability
Why it matters: Signals a shift in crypto growth from speculation toward tokenization and institutional infrastructure.
Source: FXStreet Crypto