Cosmo Jiang, a general partner at the digital asset investment firm, suggests that while macroeconomic uncertainty continues to weigh heavily on risk assets, digital currencies could be poised for a recovery in the months ahead.
The first quarter of 2025 saw substantial volatility across global markets, with ongoing concerns around tariffs dampening investor appetite. Sentiment indicators remain near historic lows, reflecting widespread caution. Still, Jiang views this as a potential turning point, arguing that the heaviest phase of selling pressure may already have passed.
In recent weeks, cryptocurrencies have shown signs of stabilizing, even outperforming traditional markets. Assets like Bitcoin and Solana have risen modestly in April, while equities have continued to slide. According to Jiang, this divergence might signal that digital assets are among the first to rebound after leading the decline.
Adding to his optimism are what he considers overlooked tailwinds: growing institutional support, improving regulatory clarity in the U.S., and the launch of a Strategic Bitcoin Reserve. These developments, he notes, represent major milestones for the industry—yet they’ve been largely ignored by investors amid broader economic fears.
For now, Pantera believes crypto remains undervalued relative to the structural progress made this year, and that the rebound could come sooner than many expect.
The post Despite Weak Q1, Crypto’s Structural Strength Signals Upside appeared first on Coindoo.