Value Investing Strategies Outperform in Bear Markets as Crypto Assets Show Divergence
Benjamin Graham's value investing principles remain the gold standard for navigating bear markets, where prices often detach from intrinsic worth. The current 20%+ decline across major indices has created a buyer's market for assets with strong fundamentals—including select cryptocurrencies.
While speculative tokens like DOGE, SHIB, and PEPE face pressure, institutional-grade crypto assets such as BTC and ETH are demonstrating relative stability. Exchange data from Binance and Coinbase shows accumulation patterns in Bitcoin and ethereum during dips below $30,000 and $1,800 respectively.
Market hygiene mechanisms are particularly evident in the crypto space, where projects without clear utility (XRP, EOS) underperform those with technological differentiation (SOL, DOT). The 'weighing machine' of long-term value is separating temporary memecoins (BONK, FLOKI) from protocols with sustainable tokenomics (FIL, MATIC).
