RT The Block Podcasts (@TheBlockPods)Anthony Scaramucci on tokenizing Wall Street and why it's '1998 for Crypto'@imyoungsparks and @stvngts were joined by guest co-host and @AvaLabs President @John1wu and special guest Anthony @Scaramucci in the second episode of Layer One. The group discussed:-Where we are in the crypto cycle-Building bipartisan support for crypto-The Clarity Act and it's potential impact-How Avalanche is positioning itself for Institutional adoptionand much more!OUTLINE00:00 - Introductio ...

RT Marius | Kamino (@y2kappa)These recent events feel like end of cycle things, at least end of this current mini crypto cycle. Really sad to see them happening, but not at all surprising.You didn’t need to be a visionary genius to have seen them coming, just needed a long enough memory span.We have remained disciplined with our risk management, been hardening our configs, caps, LTVs, oracles, infrastructure, due diligence, asset isolation.We knew that late cycle is especially ugly, just sucks that we’re he ...

https://t.co/qhAuw9P0EYRedacted (@__w4t3r__):@blknoiz06 Thoughts on the 4 year crypto cycle actually being correlated to the business cycle which is looking like a 5 year cycle leading into 2026 this time around? ...

Market Analysis & Trends - The market is experiencing a bounce off lows, but these are not necessarily true gains, and it's uncertain if the upward trend will last [1] - The crypto market may not be following a traditional 4-year cycle, but rather a macro-based cycle influenced by liquidity [3][4] - Market shakeouts are occurring, leading to liquidations of millions of traders and creating frustration due to a lack of sustained positive gains [8][10][11] - Market tops do not form during periods of frustration and negativity, but rather during euphoria [13] - The Fear and Greed Index indicates market participants are still undecided on whether to be bullish or bearish [14] Technical Analysis & Predictions - Bitcoin needs to break previous highs to confirm a bullish structure, with targets around $117,000 to $120,000 [19][20] - Ethereum needs a daily candle close above $4,000 to clear major resistance, with targets around $4,200 to $4,300 [22][23][24] - XRP shows a potential inverse head and shoulders pattern, suggesting a possible breakout to the upside [25] - Gold's performance may foreshadow Bitcoin's movements, with Bitcoin typically lagging behind gold [32][35] - The analyst believes the major bull run for Bitcoin is about to begin, potentially leading to an altcoin season [40][41] Investment Strategy & Outlook - The analyst suggests patience and avoiding impulsive actions, emphasizing a step-by-step approach [47][48] - Factors such as gold's potential top and the possibility of a China deal could lead to a Bitcoin breakout [46][48]

LIVE NOW -- Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7Is the crypto cycle already over, or is this just a reset before one last push? @JustDeauIt from @the_defi_report joins @RyanSAdams to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still driv ...

Market Trends & Predictions - Bitcoin 的四年周期可能不会持续，如果持续创造流动性 [1][26] - 预测比特币到 2028 年可能达到 320 万美元，但这仅为一种可能性 [2] - 多数资金将流入比特币，新趋势是基本面现金流和收入 [4] - 稳定币领域可能由 Tether、Athena 和 USDC 三家主导 [28] - 预测市场可能成为重要的社会指标，尤其是在政治领域 [35][36] Tether Analysis - Tether 被认为是人类历史上最好的银行，拥有极高的效率和盈利能力 [1][5] - Tether 拥有 150 名员工，每年产生约 80 亿美元的净收入 [5] - Tether 的估值达到 5000 亿美元，与 SpaceX 和 OpenAI 等公司处于同一水平 [4] Investment Strategies & Portfolio - Maelstrom 的投资组合主要为长期持有比特币和以太坊 [7] - 基金中 10%-20% 的资金用于交易其他加密货币 [7] - 风险投资方面，主要进行小额投资，以便了解行业动态 [8] - 公司对数字资产 Treasury (DAT) 公司持乐观态度，认为这是一个金融产品 [11] - DAT 的成功关键在于发行非稀释性资本和购买代币的能力 [17] Stablecoins & DeFi - Athena 被视为增强型储蓄账户，收益来自加密货币交易 [31] - Athena 通过杠杆交易获取收益，并以利息形式支付 [33] - Tether 是美元支持的稳定币，而 Athena 是合成美元 [33]

Core Viewpoint - The current crypto bull market is expected to continue, driven by early-stage global monetary trends and aggressive monetary expansion by governments worldwide [1][2]. Group 1: U.S. Monetary Policy and Political Landscape - U.S. politics, particularly the potential spending programs from President Trump's second term, could significantly influence market liquidity from mid-2026 onward [2]. - Expectations for extreme money printing may lead to partial profit-taking, but currently, investors are underestimating the liquidity that could flow into equities and crypto [2]. Group 2: Geopolitical Factors - The erosion of a unipolar world order is seen as a catalyst for increased fiscal stimulus and central bank easing, as policymakers respond to periods of instability [3]. - Potential strains within Europe, including the risk of a French default, could further accelerate global monetary expansion [4]. Group 3: Bitcoin's Performance and Market Position - Bitcoin's performance is contrasted with other asset classes, showing that while U.S. stocks have increased in dollar terms, they have not fully recovered relative to gold since the 2008 financial crisis [5]. - Traditional benchmarks appear weak when measured against bitcoin, highlighting its dominance in the current market [6][5]. Group 4: Investment Strategy and Outlook - The perspective that governments will print money during economic downturns is shared by both traditional finance and crypto investors, with the latter viewing bitcoin as a superior asset [7]. - Patience is emphasized as crucial for bitcoin holders, with the real advantage coming from long-term compounding rather than short-term speculation [7]. - The current crypto cycle is anticipated to extend well into 2026, indicating that it is far from exhausted [8].

Market Cycle - The crypto market operates in cycles, understanding these cycles is crucial for maximizing profits [1] - The current stage of the cycle is Ethereum [2] Investment Strategy - The cycle progresses through different asset classes: USD, Bitcoin, Ethereum, High-cap altcoins, and Low-cap altcoins/memecoins [2] - Investors should adapt their strategies based on the current stage of the cycle [2]

Crypto Cycle 👇1. USD2. Bitcoin3. Ethereum (current stage)4. High-cap altcoins5. Low-cap altcoins / memecoinsAllocate accordingly! ...

Crypto Market Cycle - Institutional crypto cycle is still in its early stages [1] - Coinbase Asset Management (CoinbaseAM) provides early access to insights [1] Resource Access - Access to the insights requires unlocking [1] - Further details are available via the provided URL [1]