$DOT — A High-Conviction Bet Ahead of ETF Inclusion
Should a top 10 crypto ETF be approved, Polkadot (DOT) and its canary network Kusama (KSM) are poised to be among the primary beneficiaries. Given Polkadot’s comparatively lower market capitalization within the likely ETF basket, it stands to gain disproportionately in terms of capital inflow on a percentage basis.
Historically, assets on the lower end of ETF market cap compositions experience outsized volatility and upward momentum once institutional capital begins flowing. In this context, DOT may initially lag in performance, but when it does rally, its price action tends to be sharp and accelerated.
This is not a trade to time — the move, when it comes, could be swift and substantial. Accumulating DOT and maintaining a long-term position through the cycle may offer a more strategic risk-adjusted return than attempting to swing trade temporary fluctuations