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
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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
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