Variant Fund Partner Suggests Crypto Market Bottomed in July

Alana Levin, an investment partner at Variant Fund, stated that the crypto market likely reached a bottom in July 2026. She identified three categories of assets expected to benefit from a potential recovery: value-storage protocols acting as money, revenue-generating protocols, and AI-related on-chain projects. Levin noted that investors are increasingly scrutinizing the sustainability and origin of protocol revenue, and she warned that if AI-related projects significantly outperform, it could signal a market top.