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<figure class="wp-block-image aligncenter size-large"><a href="https://coincu.com/wp-content/uploads/2026/02/Bitcoin-holds-as-Zhu-Su-says-crypto-could-top-Big-Tech.jpg" rel="noopener noreferrer nofollow"></a><figcaption class="wp-element-caption"></figcaption></figure><h2 id="zhususayscryptocouldoutperformbigtechwhatitmeans">Zhu Su says crypto could outperform Big Tech: what it means</h2><p>As of February 14, 2026, Zhu Su, co-founder of Three Arrows Capital (3AC), signaled that cryptocurrencies could outpace Big Tech over <a href="https://coincu.com/press-release/big-funds-are-moving-from-xrp-cardano-into-unknown-launch-is-1fuel-the-next-crypto-secret-boom/" rel="noopener noreferrer nofollow">the next</a> few years. The remark centers on the Magnificent Seven stocks and the prospect that <a href="https://coincu.com/news/crypto/" rel="noopener noreferrer nofollow">crypto</a>’s adoption cycle may accelerate amid evolving policy and market structure.</p><p>The timing matters because digital-asset market structure now includes mainstream access via spot Bitcoin ETFs and clearer compliance pathways in major jurisdictions. <a href="https://www.bitget.com/news/detail/12560605200141?utm_source=openai" rel="noopener noreferrer nofollow">According to BlockBeats News</a>, Zhu framed his view in a post earlier today, drawing attention to relative performance drivers across tech and crypto (https://www.bitget.com/news/detail/12560605200141).</p><h2 id="whycryptocurrenciesmightoutperformthemagnificentsevenstocks">Why cryptocurrencies might outperform the Magnificent Seven stocks</h2><p>Relative performance hinges on where incremental liquidity, regulatory clarity, and institutional demand converge. Crypto’s bull case emphasizes improving access channels and potentially differentiated macro behavior compared with earnings-driven Big Tech leaders.</p><p>Zhu’s thesis has been presented as a directional view on multi-year flows and policy trends, not as a guarantee. "Cryptocurrencies may significantly outperform the Magnificent Seven (Mag7) stocks in the coming years," said Zhu Su, co-founder of Three Arrows Capital.</p><p>Market positioning offers one comparative lens. <a href="https://www.coindesk.com/markets/2025/11/04/bitcoin-s-last-support-before-usd100k-breaks-as-mag-7-skew-flips-oracle-cds-surges?utm_source=openai" rel="noopener noreferrer nofollow">As reported by CoinDesk</a>, derivatives signals around the Magnificent Seven, including shifts in put-call skew, have pointed to rising caution about near-term tech leadership (https://www.coindesk.com/markets/2025/11/04/bitcoin-s-last-support-before-usd100k-breaks-as-mag-7-skew-flips-oracle-cds-surges). If tech multiples compress or growth expectations cool, alternative risk assets could gain relatively, though outcomes remain uncertain.</p><div><em><a href="https://bingx.com/en/blog/article/bingx-la-gi-tim-hieu-tong-quan-ve-bingx" rel="noopener noreferrer nofollow">BingX</a>: a trusted exchange delivering real advantages for traders at every level.</em></div><h2 id="immediatecontextbitcoinbtcspotbitcoinetfsregulatoryclarity">Immediate context: Bitcoin (BTC), spot Bitcoin ETFs, regulatory clarity</h2><p>A core mechanism for incremental participation is the U.S. spot Bitcoin ETF complex. <a href="https://www.ainvest.com/news/zhu-su-crypto-moat-thesis-flow-data-tech-performance-2602/?utm_source=openai" rel="noopener noreferrer nofollow">According to AInvest</a>, recent ETF outflows reflect de-risking, but the publication highlights Zhu’s "regulatory moat" framing and argues that comprehensive legislation could catalyze sizable institutional allocations, with scenario estimates reaching tens of billions of dollars by mid-2026 (https://www.ainvest.com/news/zhu-su-crypto-moat-thesis-flow-data-tech-performance-2602/).</p><p>Regulatory messaging is another near-term variable. Based on Yahoo Scout, ongoing policy discussions around a proposed "Clarity Act" have been characterized as potentially consequential for resolving treatment of <a href="https://coincu.com/news/hashkey-hkex-listing-digital-assets/" rel="noopener noreferrer nofollow">digital assets</a> in the U.S., though legislative outcomes are not assured.</p><p>At the time of this writing, Bitcoin (BTC) trades around $69,798, with sentiment characterized as bearish and 30-day volatility described as very high; momentum gauges sit near neutral, <a href="https://www.bitget.com/amp/news/detail/12560605200147" rel="noopener noreferrer nofollow">based on data from Bitget</a> (https://www.bitget.com/amp/news/detail/12560605200147). These conditions underscore how quickly narratives can shift if flows or policy headlines change.</p><h2 id="riskscounterpointsandneartermsignalstomonitor">Risks, counterpoints, and near-term signals to monitor</h2><p>Crypto’s path to outperformance is sensitive to regulation, macro liquidity, and risk appetite. Magnificent Seven earnings durability, AI-driven capex returns, and policy shifts can all alter relative trajectories.</p><h3 id="volatilityremainsveryhighsentimentneutraltobearishperbitcoinmetrics">Volatility remains very high; sentiment neutral-to-bearish per Bitcoin metrics</h3><p>Observed volatility remains elevated and sentiment readings are not decisively bullish, which historically magnifies drawdown risk. Any reversal in ETF flows, liquidity tightening, or enforcement actions could quickly pressure prices.</p><h3 id="threearrowscapitalhistoryinformsreceptionofzhususclaim">Three Arrows Capital history informs reception of Zhu Su’s claim</h3><p>Audience skepticism is shaped by 3AC’s legacy and its role in prior market dislocations. <a href="https://www.panewslab.com/en/articles/kx8b15at?utm_source=openai" rel="noopener noreferrer nofollow">As noted by PANewsLab</a>, the fund’s outsized influence during the last cycle and subsequent fallout continue to color how investors weigh Zhu’s views (https://www.panewslab.com/en/articles/kx8b15at).</p><h2 id="faqaboutmagnificentsevenstocks">FAQ about Magnificent Seven stocks</h2><h3 id="whymightcryptocurrenciesoutperformthemagnificentsevenoverthenextfewyears">Why might cryptocurrencies outperform the Magnificent Seven over the next few years?</h3><p>Improving access via spot Bitcoin ETFs, potential regulatory clarity, and shifting tech valuations could redirect incremental flows toward crypto.</p><h3 id="howdospotbitcoinetfinflowsandoutflowsinfluencecryptopricesandadoption">How do spot Bitcoin ETF inflows and outflows influence crypto prices and adoption?</h3><p>They change net demand, affecting liquidity and signaling institutional participation, which can influence both short-term pricing and longer-term adoption.</p><figure class="wp-block-table"><table class="has-luminous-vivid-orange-color has-text-color has-link-color has-fixed-layout"><tbody><tr><td><em><strong>DISCLAIMER</strong>:&nbsp;The information on<a href="https://coincu.com/" rel="noopener noreferrer nofollow"> this website</a> is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.</em></td></tr></tbody></table></figure><a href="https://coincu.com/uncategorized/bitcoin-holds-as-zhu-su-says-crypto-could-top-big-tech/" rel="noopener noreferrer nofollow">Read original article on coincu.com</a>

Bitcoin holds as Zhu Su says crypto could top Big Tech

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