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Is this really the cycle top, or just a reset before Q4 fireworks? Michael Nadeau from The DeFi Report joins Ryan to decode the latest onchain and macro data. We dig into Bitcoin’s key levels, ETH’s $4K line, and why September’s liquidation event might have cleared the path for new highs in Q4. Michael explains what a “mini alt season” tells us about dominance, where fresh capital could come from, and how to think about positioning ahead of year-end.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/research/is-the-top-in
——————
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
——————
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🎩DEGEN | JOIN THE COMMUNITY
https://bankless.cc/degen
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🏄SURF | UPGRADE YOUR CRYPTO RESEARCH
https://bankless.cc/surf
——————
TIMESTAMPS
0:00 Introduction to Crypto Fundamentals
1:43 Recapping the Summer Market
2:11 Analyzing the Mini Altcoin Season
6:54 Examining Long-Term Holder Behavior
7:35 Bitcoin vs. Altcoins: Market Dynamics
12:38 The Next Phase of the Cycle
14:41 Bitcoin's Critical Price Levels
17:12 Moving Averages: Key Indicators
20:40 Current State of the Altcoin Market
26:34 Insights on Ethereum’s Future
27:44 Liquidation Events and Market Sentiment
31:22 Understanding Global Liquidity
34:42 Macro Economic Outlook
38:41 Impact of Rate Cuts on Crypto
47:41 Future Capital Inflows into Crypto
49:37 Monitoring Market Cycles & Conditions
50:49 Closing & Disclaimers
——————
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
By Bankless4.7
10131,013 ratings
Is this really the cycle top, or just a reset before Q4 fireworks? Michael Nadeau from The DeFi Report joins Ryan to decode the latest onchain and macro data. We dig into Bitcoin’s key levels, ETH’s $4K line, and why September’s liquidation event might have cleared the path for new highs in Q4. Michael explains what a “mini alt season” tells us about dominance, where fresh capital could come from, and how to think about positioning ahead of year-end.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/research/is-the-top-in
——————
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
——————
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🎩DEGEN | JOIN THE COMMUNITY
https://bankless.cc/degen
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🏄SURF | UPGRADE YOUR CRYPTO RESEARCH
https://bankless.cc/surf
——————
TIMESTAMPS
0:00 Introduction to Crypto Fundamentals
1:43 Recapping the Summer Market
2:11 Analyzing the Mini Altcoin Season
6:54 Examining Long-Term Holder Behavior
7:35 Bitcoin vs. Altcoins: Market Dynamics
12:38 The Next Phase of the Cycle
14:41 Bitcoin's Critical Price Levels
17:12 Moving Averages: Key Indicators
20:40 Current State of the Altcoin Market
26:34 Insights on Ethereum’s Future
27:44 Liquidation Events and Market Sentiment
31:22 Understanding Global Liquidity
34:42 Macro Economic Outlook
38:41 Impact of Rate Cuts on Crypto
47:41 Future Capital Inflows into Crypto
49:37 Monitoring Market Cycles & Conditions
50:49 Closing & Disclaimers
——————
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

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