Industry Players Back Notion that Crypto Market is in an “Exponential Horizon,” Here’s What it Means ⋆ ZyCrypto

Crypto markets may be entering what some industry leaders call an “exponential horizon,” where traditional asset valuation frameworks struggle to keep pace with accelerating technological change.

The term was popularized over the weekend by Andrew Kang, who argued that investors fixated on past boom-and-bust cycles risk missing an unusually asymmetric moment in history.

Kang noted that experience during the dot-com bubble, the 2008 financial crisis, and multiple crypto cycles has conditioned investors to fear rapid price appreciation. However, the trader believes that excessive focus on bubbles and short-term timing is misplaced in the current environment.

According to Kang, the appropriate response is to extend investment horizons and abandon short-termism, as near-term volatility represents noise rather than signal.

Kang’s thesis is built on the convergence of artificial intelligence, robotics, energy, and innovation. The expert projected runaway growth driven by billions of AI agents, humanoid robots, space-based data centers, and advances in medicine, compressing decades of economic progress into a far shorter window.

Moreover, Kang pointed to tangible examples already underway, including reports that all Anthropic product code is now written by AI and that companies effectively deploying these tools are accelerating product development by triple-digit percentages.

The trader argued that the world is already in the steep portion of a J-curve, even if it is difficult to perceive on daily or weekly timeframes. He suggested that whether artificial superintelligence is formally reached in 2027 or 2029 is largely irrelevant, as asset prices tied to these trends are likely to reprice long before any official milestone.

Under this view, the next three to ten years of growth could resemble extreme statistical outliers by historical standards, rendering conventional valuation models inadequate.

The thesis has drawn agreement from prominent market voices. Raoul Pal, founder and CEO of Global Macro Investor and Real Vision, agreed with Kang’s take, adding that “everything else is noise.” José Maria Macedo, co-founder of Delphi Labs, advises investors to pay attention to “one of the best traders in crypto,” especially those seeking long exposure to AI-driven growth.