🐂 Jack Yi Calls It: “We’re in a Structural Crypto Bull Market”

Forget halving cycles. The next crypto boom is built on stablecoins, tokenized equity, and the global march of the U.S. dollar.

📌 Quick Hits

• 🧠 Who: Jack Yi, founder of LD Capital
• 📅 When: July 27, 2025
• 📈 Claim: We’ve exited the 4-year cycle — welcome to the multi-year bull market
• 💵 Drivers: Stablecoins, blockchain infra, and hybrid coin-equity models
• ⚠️ Biggest Risk: U.S. equities crash — not crypto weakness

🧱 “Halving Cycles Are Dead. Long Live the Dollarized Bull.”

Jack Yi isn’t mincing words. In his latest post on X, the LD Capital founder declared the 4-year halving narrative “no longer relevant.”

What’s replacing it?

A structural bull market fueled by stablecoin globalization, token-equity hybrids, and new financial rails built on blockchain.

According to Yi, stablecoins are becoming the export mechanism for the U.S. dollar — enabling borderless liquidity, programmable yield, and a new era of on-chain capital formation.

🪙 Hybrid Investing Is the New Meta

Yi is backing a thesis that’s gaining traction among whales and VCs alike: the “币股模式” (coin-equity model).

Translation: Crypto tokens are evolving into equity-like positions in tokenized startups, DAOs, and infra protocols.

🔍 Think:

• Governance + yield
• Liquidity + growth equity
• Token upside + protocol cash flow

This is not your 2021 meme coin cycle.

📥 Institutional Inflows Incoming

Yi argues that regulatory clarity in the U.S. — even partial — will open the floodgates for institutional capital.

While exact legislation is TBD, he sees:

• TradFi on standby
• Digital asset frameworks gaining bipartisan heat
• Capital rotation into majors → mid-caps → high-risk altcoins

“Stay away from shorting — this market is designed to grow,” he wrote.

🧠 The Only Real Risk? Wall Street

Jack’s only red flag?

A full-blown U.S. stock market crash. Not crypto tech. Not ETH gas. Not L2 scaling. Just old-school macro contagion.

But unless that happens, he sees no structural threat to crypto’s upward trajectory.

📈 Why It Matters

This isn’t just another bull call.

It’s a shift in how smart money frames crypto allocation:

• No longer timing halvings
• No longer YOLO on memes
• Now: blending tokens with cash flow, governance, and yield

And with stablecoins at the center, crypto becomes the rails for global dollar expansion — not the rebellion against it.

TL;DR

• Jack Yi says we’re in a structural bull market
• Stablecoins = dollar globalization engine
• Coin-equity models are the next institutional play
• Risk is macro (Wall St), not crypto-native
• Strategy: Long majors, rotate smart, avoid shorting