Crypto Investors Are Now Value Investors, CryptoQuant CEO Reveals Why

Ah, the winds of change blow ever so subtly through the grand halls of cryptocurrency! Ki Young Ju, the esteemed CEO of CryptoQuant, shared his profound insights on X, suggesting that this current dip in crypto prices is, in fact, the grand herald of a glorious shift-towards value investing. Indeed, the age of wild speculation is giving way to something far more refined, like tokenized Real World Assets (RWAs). Just as the price of Bitcoin has plummeted from its heady October peak of $126,000 to a humble $84,000, and Ethereum trades below $2,700, the world of crypto investors finds itself at a crossroads. And no, this is not your usual “buy the dip” banter. It’s the beginning of a new era.

TradFi and Blockchain: A Marriage of Convenience

For ages, digital assets were thought to be the playground of wild speculators, but Ki Young Ju is here to burst that bubble. According to him, this era of chaos is quietly (and perhaps reluctantly) fading away. In a delightful post on X, he claimed that crypto investors are evolving, becoming…value investors? Surely, we are witnessing the dawn of a new epoch!

He points out that, despite the less-than-stellar price action, the fundamentals of the market have never been more robust. In fact, according to Ju, the price and fundamentals have never been so vastly at odds in the past seven years. Yes, you read that right. Strong fundamentals-finally! Who would’ve thought?

“Crypto investors are now value investors”

– Ki Young Ju (@ki_young_ju) November 22, 2025

As the world shifts, the merger of traditional finance (TradFi) and decentralized finance (DeFi) becomes ever more apparent. Ju points to the former BlackRock IBIT team members, who have now launched HelloTrade, a decentralized exchange aimed at tokenized stocks and bonds. Robinhood, in its ever-ambitious march forward, is also stepping closer to tokenized private shares, as CEO Vlad Tenev so bravely announced. Meanwhile, Strategy, the ever-popular business intelligence firm, has made Bitcoin acquisition their…well, hobby.

So, what does all this suggest? It seems that the TradFi system is carefully building infrastructure for a bold new financial world. What could possibly go wrong?

Tokenization: The New Gold Rush

And the plot thickens. Across the globe, tokenization is gaining traction in TradFi, and not in some small, insignificant corners either-no, this is a revolutionary pivot. During the Hong Kong FinTech Week in early November, the Hong Kong Monetary Authority’s Chief Executive, Eddie Yue, revealed a five-year tokenization plan. Yes, a whole plan. Surely, this will be the masterpiece of our financial future!

Yue outlined this plan as a cornerstone for advancing Hong Kong’s financial sector. The roadmap boasts more than 40 initiatives spanning four key areas: data infrastructure, Artificial Intelligence (AI), resilience, and of course, the glorious tokenization of finance. Because why not?

And let’s not forget the audacious move by SEGG Media, who unveiled a $300 million digital asset strategy-combining an 80/20 crypto treasury model with validator income and tokenized sports assets. A brilliant fusion of sports and cryptocurrency. What could be more delightful?

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2025-11-22 22:05