Hey there, crypto enthusiasts! If you’ve been keeping an eye on the X posts lately, you might have stumbled across an intriguing thread by hitesh.eth that’s got everyone buzzing. Posted on June 27, 2025, this thread dives deep into the evolving world of cryptocurrency investments, predicting a major shift from altcoins to onchain equities. As someone who’s spent years at CoinDesk and now helps build the knowledge base at meme-insider.com, I’m excited to break this down for you in a way that’s easy to digest—especially if you’re a blockchain practitioner looking to stay ahead of the curve.

The Altcoin Era: A Thing of the Past?

Hitesh starts by reflecting on how altcoins—those alternative cryptocurrencies beyond Bitcoin (BTC) and Ethereum (ETH)—used to be leveraged bets against the big players. Back in 2016-17, when platforms like Poloniex and Bittrex listed fewer than 100 altcoins, this strategy made sense. Altcoins were the wild west of crypto, offering high-risk, high-reward opportunities. But as the market grew, so did the number of options, making it harder to pick winners. Hitesh suggests this model is fading, paving the way for something new: Protocol Controlled Value (PCV) stocks.

If you’re new to the term, PCV refers to assets managed by a protocol’s smart contracts—think of it like a treasury that backs certain tokens. According to a Medium article on PCV, projects like Olympus use PCV to stabilize their tokens with assets like stablecoins (DAI, FRAX, LUSD). Hitesh predicts that some PCVs could see 5-10x gains compared to traditional altcoin positions, especially as we head into Q3 2025.

Why Onchain Equities Are the Next Big Thing

So, what’s driving this shift? Hitesh points to the rise of platforms like Dinari, Superstate, and Backed, which are making it easier to trade equities on the blockchain. These platforms are tokenizing traditional stocks and assets, allowing you to invest directly through your crypto wallet. For example, Dinari recently launched dShares—tokens backed 1:1 by real-world stocks like Reddit’s IPO—available on Ethereum Mainnet and Arbitrum One. This move bridges traditional finance (TradFi) and decentralized finance (DeFi), opening up a whole new playground for early investors.

The idea here is simple: as adoption grows, the migration from tokens to onchain shares could mirror the early days of altcoins. Hitesh warns, though, that timing is everything. Getting in early could mean massive gains, but waiting too long might leave you chasing a crowded market.

Q3 2025: The Tipping Point?

Hitesh’s thread suggests Q3 2025 will be a critical period, with major platforms like Kraken, Binance, and Web3 wallets rolling out new features. This could accelerate the move to onchain equities, especially as liquidity improves and trading platforms mature. He even hints that too many PCVs (more than 50) could turn this into a bubble, echoing the oversaturation seen with altcoins.

In the thread, users like sein_crypto chime in, noting that PCVs are acting like high-beta bets on major assets, working well for early adopters. Meanwhile, DJAL07 raises a fair point: won’t onchain equities face the same oversupply issues as traditional stocks? Hitesh counters that PCVs and crypto business stocks are distinct, with PCVs driven by factors like Total Value Locked (TVL) and hype rather than revenue metrics.

How to Jump In

If you’re intrigued and want to get started, Hitesh advises waiting for the right moment—especially if you don’t have access to U.S. stocks through traditional routes. Keep an eye on the upcoming launches from Kraken, Binance, and Superstate. For now, platforms like Dinari are a great place to explore, offering tokenized assets with real-world backing. Just remember: early entry is key, but so is doing your homework.

Final Thoughts

This thread isn’t just a prediction—it’s a call to action for anyone in the crypto space. The shift from altcoins to onchain equities could redefine how we invest in 2025 and beyond. Whether you’re a meme token enthusiast or a serious blockchain practitioner, staying informed through resources like meme-insider.com can help you navigate this evolving landscape. So, are you ready to ride the wave, or will you wait and see? Drop your thoughts in the comments—I’d love to hear what you think!