The Milk Road Show

Will Crypto Keep Going Up? What Comes Next for Markets w/ Kyle Reidhead

10 snips
May 14, 2025
Guest
Kyle Reidhead
In this insightful discussion, Kyle Reidhead, a prominent crypto analyst, explores the current state of the crypto market live from CoinDesk’s Consensus 2025. He dissects where the market is in the cycle and what to expect next. Kyle emphasizes the significance of macroeconomic influences and how they shape investor sentiment. He shares smart strategies for asset allocation while spotlighting Coinbase's growth potential. The conversation also touches on the possibility of market uncertainty and what it might mean for investors moving forward.
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INSIGHT

Crypto Follows Business Cycles

  • The crypto market closely follows the business and liquidity cycles with a lag of about three months.
  • Financial conditions tightening in late 2023 caused a pullback, but easing conditions in early 2024 spurred renewed bullishness.
ADVICE

Study Macro for Crypto Timing

  • Crypto investors should still pay attention to macroeconomic factors to anticipate market moves.
  • Understanding liquidity cycles and business conditions helps predict crypto bear markets and pullbacks.
INSIGHT

Ethereum's Mean Reversion Strength

  • Ethereum’s recent price surge reflects a mean reversion after being oversold amid excessive negativity.
  • Ethereum remains the dominant platform with the most developers and liquidity despite emerging competitors.
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