The David Lin Report Bitcoin’s Next ‘Takeoff’ Revealed, Here’s When | CoinMarketCap’s Alice Liu
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Nov 29, 2025 Alice Liu, Head of Research at CoinMarketCap, delves into the recent Bitcoin crash which triggered a record low in the fear-and-greed index, hinting that a market bottom might be in place. She explores how altcoins often follow fleeting narratives and discusses the impact of perpetual DEXes on future market growth. Alice also links macroeconomic factors and Fed policies to the crypto landscape, while introducing the CMC20 tokenized index and highlighting stablecoins' role in liquidity, all while assessing potential risks from quantum computing.
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Sentiment Hit Record Low Then Rebounded
- CoinMarketCap's Fear & Greed index hit a record low of 10 and rebounded to 15, signaling extreme market fear then a quick sentiment V-shaped recovery.
- Alice Liu sees cleared leverage and calmer sentiment as a setup for a potential "takeoff" if liquidity and macro conditions improve.
ETF Outflows And Three-Layer Market Lens
- US BTC ETFs recorded roughly $4 billion of outflows in November, the largest monthly outflow on record for that product set.
- Liu frames markets in three layers: macro sets direction, flows set speed, and on-chain data measures sustainability.
How To Begin Market Evaluation
- Start market checks with the Fear & Greed index, then review total market cap and trading volume for liquidity signals.
- Inspect the altcoin season indicator and coin charts to spot pockets of strength even in a down market.