Why the End of QT Changes Everything & What It Means for Bitcoin & Altcoins w/ Andy

whatshot 15 snips

Oct 30, 2025

Quantitative tightening is ending, and rate cuts are on the horizon. Bitcoin is primed for a breakout, potentially hitting all-time highs by year-end. Altcoins are expected to follow, especially in the wake of shifting liquidity. The resurgence of AI crypto projects is also on the radar, driving exciting investment opportunities. However, caution is advised as 2026 may bring challenges for the unprepared. Join the dynamic discussion on how to navigate the evolving crypto landscape and position for future gains.

38:13

forum

Ask episode

web_stories

AI Snips

view_agenda

Chapters

auto_awesome

Transcript

info_circle

Episode notes

insights

INSIGHT

QT Ending Is The Macro Trigger

Ending QT signals likely future balance-sheet expansion that will bid up long-duration, risk assets like crypto.
This macro pivot is the precipice for a broader rotation into altcoins once liquidity improves.

question_answer

ANECDOTE

Andy’s Gold Safety-Net Story

Andy bought physical gold after the 2021 bull run and has since doubled his position over five years.
He uses gold as a safety net but sees Bitcoin offering a digital-scarcity alternative.

insights

INSIGHT

Bitcoin Needs To Lead The Next Leg Up

Bitcoin breaking all-time highs will likely precede a meaningful altcoin rotation and broader market breakout.
Markets tend to wait for Bitcoin to lead before altcoins make their sustained moves.

Get the Snipd Podcast app to discover more snips from this episode

Fed Meeting Reaction and End of QT Explained

02:37 • 2min

chevron_right

Rate Cut Odds and Fed Uncertainty

04:32 • 5min

chevron_right

Market Reaction and Short-term Price Moves

09:40 • 2min

chevron_right

Bitcoin and Gold Relationship as a Signal

Will This Trigger an Altcoin Season?

15:38 • 2min

chevron_right

AI Crypto Comeback and Token Opportunities

17:51 • 39sec

chevron_right

Investing in AI: Crypto vs. Traditional

18:31 • 2min

chevron_right

Return to Fundamentals and Institutional Cycle

20:45 • 5min

chevron_right

Forming Crypto's 'Mag Seven' and Long-term Winners

25:45 • 56sec

chevron_right

Short-term AI Hype Plays vs. Core Holdings

26:40 • 12sec

chevron_right

What Could Happen in 2026: Compressed Cycles

Positioning Into Year-end and Managing Altcoin Risk

30:07 • 3min

chevron_right

Navigating Macro Uncertainty and Institutional Adoption

Quantitative tightening is done. Rate cuts are coming. Liquidity is shifting, and Andy says this is the moment Bitcoin breaks out, altcoins rotate, and AI crypto goes vertical. But don’t get too comfortable… because 2026 might wreck the unprepared. In this episode, we dive into the real impact of the Fed’s pivot, why Bitcoin may hit new all-time highs before year-end, and how to play both the hype and the fundamentals before institutions flood in.

~~~~~

🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses:

⁠⁠⁠https://out.milkroad.com/Bridge2025Podcast⁠⁠⁠

🤑 Turn spending into bitcoin. No fees, just sats with Gemini Credit Card:

⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/GeminiCard2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/FigureMarkets2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

🤖 Milk Road is hiring! Passionate about AI and investing? Lead Milk Road’s new AI brand and shape the future of our content:

https://link.milkroad.com/ai-writer-role

~~~~~

💰 Go PRO and become a better investor with the #1 crypto research and analysis:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-crypto-pro-signup⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

🥛 Get smarter about crypto with our daily newsletter:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-crypto-free-signup⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://swap.milkroad.com/?utm_medium=audio&utm_source=podcast_organic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

✊ Follow Milk Road on Social Media:

~~~~~

🎙 GUEST INFO 🎙

Andy: https://x.com/andyyy

The Rollup: https://x.com/therollupco

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.

Home Top podcasts Popular guests Top books