Institutional Options Selling, AI Boom, and Regulatory Delays Stifle Crypto's Next Rally

STS Digital CEO Maksim Zolier believes that several factors are holding back the next bull run in cryptocurrencies. According to him, increased options selling by institutional investors and the AI investment boom are contributing to this situation.

Zolier also points out that delays in US crypto regulation are another major obstacle. He says a meaningful bull run would require regulatory clarity, greater institutional investment in 24-hour financial infrastructure, and a supportive macro environment including interest-rate cuts or a resumption of monetary easing.

While he doesn't expect these conditions to be met in the next few months, Zolier notes that the market is underestimating the pace of institutional crypto adoption and the speed at which traditional finance is applying crypto infrastructure.