The Degenstein Report

Spring Crypto Outlook

Spring is not about chasing momentum. It is about positioning early — while earning yield during consolidation.

Spring Crypto Outlook

Why Spring Matters

Spring is the quiet transition phase where cycles are built — not resolved. Capital positions before narratives return.


Asset-by-Asset Positioning

Bitcoin • BTC
  • Macro anchor and reserve asset
  • Paid patience while holding core exposure
Ethereum • ETH
  • Settlement layer for on-chain finance
  • Primary yield-bearing core position
Solana • SOL
  • Execution layer with visible adoption
  • Higher-yield growth exposure
Avalanche • AVAX
  • Event-driven ecosystem exposure
  • Yield offsets volatility during waits
XRP
  • Regulatory asymmetry thesis
  • Paid patience for institutional settlement narrative
ONDO
  • Tokenized real-world yield
  • Yield-on-yield compounding thesis

Why Yield Matters Now

In consolidation phases, the biggest risk is idle capital. Yield converts time into an asset while conviction compounds.

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Final Take

Spring sets the cycle. Position early, earn while you wait, and let time work in your favor.