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Bankless· 2025-07-02 12:00
LIVE NOW -- What the Onchain Data Says About Crypto's Next Move@JustDeauIt of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up.[TIMESTAMPS ...
What the Onchain Data Says About Crypto's Next Move
Bankless· 2025-07-02 10:30
Bankless Nation, welcome to our monthly crypto fundamentals podcast. We got a few topics to discuss today. Are we forever stuck at like 107k Bitcoin, 2500 ETH, and 150 Salana.Feels like we've been in this zone forever. We're going to talk about that. Also, are alts the most hated asset right now.And if that's the case, are we actually going to get an alt rally. Maybe a hate rally. And uh where approximately are we in the cycle.Feels like some summertime blues maybe. And when the bull market comes, will it a ...