According to Kashif Raza (@simplykashif), after a 9‑day tour meeting 20+ crypto experts at IBW 2025 Bengaluru, Binance Blockchain Week Dubai, and Bitcoin MENA Abu Dhabi, attendee sentiment is that the traditional 4‑year cycle is over and the broader bull market is still ahead on rising liquidity, indicating a preference for BTC over weaker altcoins (source: Kashif Raza on X, Dec 12, 2025). According to Kashif Raza, many altcoin projects have gone bankrupt and are looking to sell for minimal value, while only a small set of use‑case‑driven altcoins may rally in 2026, implying selective positioning and quality bias (source: Kashif Raza on X, Dec 12, 2025). According to Kashif Raza, privacy is viewed as a major 2026 theme, suggesting potential attention toward privacy‑focused assets as the market turns risk‑on (source: Kashif Raza on X, Dec 12, 2025). According to Kashif Raza, MicroStrategy (MSTR) is expected by attendees to withstand FUD and is characterized as building a central‑bank‑like role on Bitcoin, reinforcing the institutional BTC adoption narrative (source: Kashif Raza on X, Dec 12, 2025). According to Kashif Raza, there is chatter that Abu Dhabi and other Middle Eastern royal families are buying Bitcoin and that gold prices could keep rising, signaling continued demand for hard assets alongside BTC; this suggests a BTC‑over‑altcoins tilt and selective exposure to utility and privacy narratives into 2026 based on the reported conference sentiment (source: Kashif Raza on X, Dec 12, 2025).

According to Crypto Rover, Gold has extended to Wave 5, raising questions about whether Bitcoin will follow a similar pattern. This development is significant for traders as it suggests potential bullish momentum in Bitcoin, mirroring Gold's recent trend. Traders should monitor Bitcoin's price action for signs of a Wave 5 extension, which could indicate a strong upward trajectory. Source: Crypto Rover.