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As of February 14, 2026, Zhu Su, co-founder of Three Arrows Capital (3AC), said cryptocurrencies could outperform Big Tech over the next few years. His comments focus on the Magnificent Seven stocks and the possibility that crypto adoption may accelerate as policy and market structure evolve.
Zhu’s view centers on how relative performance can shift when incremental liquidity, regulatory clarity, and institutional demand align. The crypto bull case, as presented in the article, emphasizes improving access channels and a potentially different macro sensitivity than earnings-driven Big Tech leaders.
“Cryptocurrencies may significantly outperform the Magnificent Seven (Mag7) stocks in the coming years,” Zhu Su said, according to the report.
One comparative lens cited is market positioning. CoinDesk reported that derivatives signals tied to the Magnificent Seven—such as changes in put-call skew—have suggested rising caution around near-term tech leadership. The article notes that if tech multiples compress or growth expectations cool, alternative risk assets like crypto could benefit relatively, though outcomes remain uncertain.
A key mechanism for incremental participation highlighted in the article is the U.S. spot Bitcoin ETF complex. AInvest said recent ETF outflows reflect de-risking, while also arguing that clearer policy could support larger institutional allocations. The piece referenced scenario estimates reaching tens of billions of dollars by mid-2026.
The article also points to ongoing U.S. policy discussions around a proposed “Clarity Act,” described by Yahoo Scout as potentially consequential for resolving how digital assets are treated in the United States. It also notes that legislative outcomes are not assured.
At the time of writing, Bitcoin (BTC) was trading around $69,798. The article described sentiment as bearish, with 30-day volatility characterized as very high, while momentum gauges were near neutral based on data from Bitget. It frames these conditions as a reminder that market narratives can change quickly if ETF flows or policy headlines shift.
The article cautions that crypto’s path to outperformance depends on regulation, macro liquidity, and broader risk appetite. It lists potential factors that could change relative trajectories, including Magnificent Seven earnings durability, AI-driven capital expenditure returns, and policy shifts.
It also emphasizes that volatility remains very high and sentiment is neutral-to-bearish per Bitcoin metrics, which it says can increase drawdown risk. It notes that reversals in ETF flows, liquidity tightening, or enforcement actions could pressure prices quickly.
The article says investor skepticism may be influenced by 3AC’s legacy and its role in prior market dislocations. PANewsLab is cited for noting the fund’s outsized influence during the last cycle and the fallout that followed, which the piece says continues to color how investors weigh Zhu’s comments.
The article attributes the potential to improving access via spot Bitcoin ETFs, possible regulatory clarity, and shifting tech valuations that could redirect incremental flows toward crypto.
According to the article, ETF flows affect net demand, which can influence liquidity and signal institutional participation—potentially impacting both short-term pricing and longer-term adoption.
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