‘I’ve Never Been More Bullish on Crypto’: Balaji Srinivasan on Why Today’s Price Doesn’t Reflect What’s Coming

Balaji Srinivasan said that “the markets obsessed with volatility are ignoring**Crypto’s real trajectory”, as decentralized networks quietly position themselves to replace failing international institutions and reshape economics, governance and coordination. ** **

Why Balaji Srinivasan Says Crypto’s Future Is Bigger Than Price Charts

X on Feb Balaji Srinivasan posted to social media platform by sharing the with Janaji. He wrote in a post on 5, 2026, why he thinks the long-term trajectory of cryptocurrency is being misread by markets obsessed with short-time price action. But he wrote ‘He said, “I think it is true that.

“I have never been more bullish on crypto.”

Despite his work in startups, digital networks and decentralized systems, Srinivasan was an investor and entrepreneur who has built up that belief on what he described as “a structural change” rather than cyclical market behavior.

He explained, “Because the rules-based order is collapsing and the code-order is increasing.” So the short term price doesn’t matter, so does . However, The post argued that global coordination is failing at the level of treaties, institutions and international law (although software-based systems continue to scale across borders with little friction) “[a]”. Srinivasan framed blockchain technology as infrastructure designed for durability in uncertain environments by contrasting geopolitical instability with the persistence of open networks.

He said that price volatility obscures more important adoption drivers, especially the ability of decentralized systems to operate without relying on centralized enforcement or political consensus.

Srinivasan extended the thesis beyond digital assets into organization and governance, writing:

“As international law deteriorates, we will need not just onchain currencies but on chain companies. But as the post-war order collapses, we’ll have to do so similarly with that of the after-internet order. States will fail, and the network will replace states. Paraphrast.

Read more: Bullish Shift as SEC Allows Nasdaq Bitcoin ETF Options to Operate at Scale

This implication linked cryptocurrency to more general changes in how economic activity and coordination will be organized at the future, especially as traditional state capacity is under pressure. But he concluded with an aggressive assertion that “whatever it takes to be, writes, we must have internet capitalism, our need for Internet democracy and we need internet privacy.” Hence we have to pay for cryptocurrency so that’s the case of . , ” and.

These remarks reflects a long-held view within parts of the crypto ecosystem that decentralized networks are not just financial tools but foundational layers for new economic and civic models. While advocates advocate for the importance of censorship resistance, global participation and programmable trust as key attributes to these qualities, critics continue to highlight unresolved questions about regulation, accountability and real-world integration.

FAQ ⏰

• Why does Balaji Srinivasan say short-term crypto prices do not matter?
  He argues that structural shifts toward code-based systems outweigh cyclical market price movements.
• What does Srinivasan mean by a collapse of the rules-based order?
  He refers to weakening global treaties, institutions, and international law compared with scalable software networks.
• Why does Srinivasan connect cryptocurrency to governance and companies?
  He believes future coordination will require onchain currencies and onchain companies as state capacity erodes.
• What role does cryptocurrency play in Srinivasan’s vision of the internet?
  He sees crypto as essential infrastructure for internet capitalism, democracy, and privacy.

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