In a recent episode of ThreadGuy LIVE hosted by @NotThreadGuy, guest @CloutedMind dropped some eye-opening thoughts on the state of the crypto market. Shared via a clip on CounterParty TV's X post, CloutedMind argues that the ongoing cycle in cryptocurrency is far from over—in fact, it's only just getting started.

Understanding the Crypto Cycle Through CloutedMind's Lens

CloutedMind, known for his strategic takes on Ethereum (ETH), pointed out that much of the recent price action in major cryptocurrencies like Bitcoin (BTC) and ETH can be attributed to traditional finance (TradFi) institutions finally waking up to the potential. "I think this is TradFi playing catchup, they realised they're offsides and bought up BTC and ETH," he said in the clip.

For those new to the lingo, "offsides" here refers to being on the wrong side of a trade—think institutions that were perhaps skeptical or short on crypto but are now scrambling to accumulate positions to avoid missing out. This influx from big players like banks and hedge funds is injecting fresh capital into the market, propelling prices higher.

He contrasted this with the hype around Solana (SOL), which has seen boosts from political angles like associations with former President Trump—likely nodding to Trump-themed meme tokens that have pumped SOL's ecosystem. But CloutedMind reminds us that this pales in comparison to the 2021 bull run, where "big trades and mints were happening every single day for months on end."

In 2021, the crypto world was ablaze with non-fungible tokens (NFTs) minting frenzy and decentralized finance (DeFi) explosions, creating a constant buzz of activity. Mints, in this context, often refer to the creation of new NFTs or tokens, which drove massive on-chain volume and speculation.

Implications for Meme Tokens and Blockchain Practitioners

As a hub for meme token enthusiasts, Meme Insider sees this as a golden signal for the sector. If the cycle is indeed in its early innings, meme tokens—those fun, community-driven assets often built on chains like ETH and SOL—could be poised for another wave of explosive growth. Remember, meme tokens thrive on hype, liquidity, and retail participation, all of which ramp up during bull cycles.

For instance, Solana's recent surges have spotlighted meme coins like those inspired by political figures or viral trends. But with TradFi entering the fray on BTC and ETH, we might see spillover effects: more liquidity flowing into layer-2 solutions on Ethereum, where many meme projects reside, or even cross-chain bridges amplifying the fun.

This perspective is particularly relevant now, as blockchain practitioners look to enhance their strategies. Whether you're a trader eyeing the next big mint or a developer building the next viral meme project, understanding these macro shifts can help you stay ahead.

Why This Matters for the Broader Crypto Ecosystem

CloutedMind's maxi stance on ETH—meaning he's a strong believer in Ethereum's dominance—aligns with views that ETH's scalability improvements, like the Dencun upgrade, position it perfectly for the incoming wave. As TradFi catches up, expect more institutional products, such as ETH ETFs, to further legitimize and boost the market.

Of course, crypto cycles are notoriously volatile, but insights like these from seasoned voices provide a roadmap. If 2021 was the wild party, 2025 might just be the pre-game warm-up.

Stay tuned to Meme Insider for more breakdowns on how these developments impact meme tokens and the latest blockchain tech news. What are your thoughts on the cycle—has it just begun, or are we midway? Drop your takes in the comments!