The Milk Road Show

How Bitcoin is About to Shock the Whole Market & Kickstart Altseason w/ Julio Moreno

11 snips
Aug 26, 2025
Guest
Julio Moreno
Join Julio Moreno, the Head of Research at CryptoQuant, as he unveils why Bitcoin's current pause might be the calm before a Q4 storm. He discusses on-chain data, revealing how whale behavior could influence market trends. Julio also shares insights on the Profit Pause model and the potential impact of ETF flows. Plus, he weighs in on Ethereum's performance, hinting that it might have peaked already, and explores the exciting possibility of an upcoming altseason. Get ready for a deep dive into the future of Bitcoin and digital assets!
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INSIGHT

Profit-Pause-Push Market Cycle

  • Julio frames Bitcoin movement as a three-step cycle: Profit, Pause, Push (PPP).
  • He says we are currently in the Pause and expect a Push in Q4 if conditions normalize.
INSIGHT

Realized Profits Show Whale Rotation

  • On-chain realized profit spikes after rallies show whales and traders taking gains.
  • Recent spikes were smaller than earlier ones, suggesting profit-taking is tapering and a base may form.
INSIGHT

On-Chain Demand Mirrors ETF Flows

  • On-chain 30-day accumulation shows demand surged to ~174k BTC then fell to ~42k BTC.
  • ETF reported holdings mirror this slowdown, confirming a demand Pause.
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