Dragonfly Partner Haseeb: The Crypto Market Recovery Has Quietly Started
Renowned crypto investor Haseeb posted a description of the current crypto market recovery, which is unfolding in a typical manner: everything is gradually improving quietly.
The appeal of bearish voices is diminishing, and the overall market sentiment is undergoing a subtle shift. There are no obvious catalytic events on the surface, but the low drumbeat of recovery has quietly become louder.
Haseeb stated that this is the most authentic feeling he has experienced at the beginning of every crypto bull market: it is not an explosive surge, but a slow and steady improvement in atmosphere.
Source: Public Information
ABAB AI Insight
Haseeb, as a seasoned investor who has navigated multiple crypto bull and bear cycles, has previously captured early turning signals accurately during the bull markets of 2017 and 2021. His post continues his "cycle psychology" analysis style, emphasizing that the early stages of recovery often lack dramatic events, instead reflecting through warming trading volumes, declining fear indices, and stabilizing narratives.
On the capital path, the market is quietly shifting funds from defensive holdings and short positions to early positioning, with institutions and smart money accumulating positions discreetly to drive liquidity recovery. Meanwhile, the supply pressure post-Bitcoin halving and the continuous inflow of spot ETFs together form a fundamental support, creating a slow positive feedback loop of "emotional repair → volume expansion → narrative strengthening."
Similar to the quiet transition from pandemic panic to DeFi summer in early 2020, and the prolonged silence building a bottom after the FTX collapse in 2023, the current crypto market is in a "quiet accumulation" phase transitioning from the end of a bear market to the early stages of a new cycle.
Essentially, this is about capital concentration: the crypto recovery is slowly repairing emotions and liquidity, re-concentrating dispersed panic capital into quality assets and long-term holders, reconstructing the market from high-leverage speculation to a fundamentally driven steady rise. Mechanically, this is achieved through a psychological filtering of "quietly getting better," eliminating noise participants and reserving ample chips for the next major upward wave.
ABAB News · Cognitive Law
The true starting point of a bull market is never a scream, but when bears suddenly become boring. At the most dangerous times, everyone is shouting; at the most hopeful times, it is often quiet. Recovery is not a thunderclap, but an increasingly loud low drumbeat.