12/30/23, 10:30 PM 2024 Predictions — by Luke Belmar | by Luke Belmar | Dec, 2023 | Medium

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2024 Predictions — by Luke Belmar

Luke Belmar · Follow
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“Study the past if you want to define the future.” ― Confucius

After countless months of dedicated research I have come to the realization of
which trends are worth observing & considering in 2024. The upcoming year will be
complex, however, all it takes is one good play to change everything.

Below you can find some of the compelling narratives & predictions I have for the
upcoming year. I hope this outline serves you well as you continue developing your
plan for the year ahead.

I am not popular when I say these things but I am usually right…

Ecommerce:
- DTC brands will receive a new wave of funding & private equity interest.
- Info products will begin to legitimize themselves & directly compete with
universities/ learning institutions.
- Political themed dropshipping will generate hundreds of millions in sales.
- Dominant influencers continue to build, scale, & sell IRL brands via self

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12/30/23, 10:30 PM 2024 Predictions — by Luke Belmar | by Luke Belmar | Dec, 2023 | Medium

distribution & content.

- Health, longevity, & wellness becomes the top whitehat MRR ecom niche.
- $SHOP Q4 earnings will prove that ecommerce is alive & well.

Money & Markets:

- The US spending continues. Debt spiral & billions more will be printed.
- Bitcoin ETF is approved & narrative around ETH ETF begins to take form.
- New countries begin conversations towards “Bitcoin as legal tender”.
- Competing Layer 1's dominate high frequency trading markets (Not ETH).
- $PYPL & $HOOD stock dominate upon retail reentering markets.
- VC + PE invest into crypto infrastructure companies (software/platforms).

Cryptocurrency & DeFi

- DeFi platforms shift focus to reducing retail onboarding friction & begin to
compete head on with Centralized Exchanges.
- NFTs with viral IP receive billion dollar valuations (RTFKT all over again).
- Tokenized AUM become a popular source for community crowdfunding.
- More publicly traded companies begin to add BTC to their balance sheets.
- Layer 1 smart contracts focused on parallel execution to the Ethereum Virtual
Machine become popularized. DeFi economy grows very strong.
- The middle class officially priced out from owning 1 full Bitcoin.

The March 10 collapse of Silicon Valley Bank seems to have been the flush the
markets needed to keep the scam pump going. The charts don’t lie.

When retail was saying “the dollar is going to zero ” the dollar held strong & the
markets dumped. Now retail is screaming that “a crash is coming” without realizing
that the crash happened many months ago…

Understand the origin point of all things and you will realize the power of cause &
effect.

Thats it for now.

All the love. All the power.

LB

Ecommerce Cryptocurrency Bitcoin Entrepreneurship Business

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12/30/23, 10:30 PM 2024 Predictions — by Luke Belmar | by Luke Belmar | Dec, 2023 | Medium

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Written by Luke Belmar

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Private Equity • Crypto • Ecommerce #Bitcoin 🇦🇷 Founder of Capital Club

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