The Milk Road Show Why Bitcoin, Ethereum & Alts Will Keep Rising Through 2026 w/ Jamie Coutts
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Sep 30, 2025 
In this insightful conversation, Jamie Coutts, Chief Crypto Analyst at Real Vision, shares his expertise on why Bitcoin and altcoins may peak in 2026. He discusses how global liquidity influences market dynamics and why recent Bitcoin stagnation is a sign of deeper trends. Jamie also emphasizes the explosive growth of smart contract platforms and their implications on token value. With invaluable advice on risk management and a look into his wallet holdings, Jamie provides listeners with a fresh perspective on the crypto landscape.
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Liquidity Drives Risk Assets
- Global liquidity is a primary driver of asset prices and tends to find a home in risk assets like tech and crypto.
- Bitcoin and tech are highly sensitive to incremental increases in liquidity according to Jamie Coutts.
Don’t Extrapolate Past Cycles Blindly
- If key supporting factors continue to inflect positively, it's difficult to be bearish on markets.
- Jamie remains reasonably relaxed because macro drivers that support higher prices are still moving in the right direction.
Slow Liquidity Explains Bitcoin Stagnation
- Global liquidity has expanded since 2023 but slower than the prior cycle, explaining Bitcoin's muted performance.
- Liquidity only recently exceeded the previous cycle high in April, after a multi-year sideways period.