Bearish On Crypto for 2025? Watch This!

No Bs Crypto

Introduction to Crypto Market Analysis

The speaker discusses the current state of the crypto market, addressing concerns about a potential bear market and the possibility of an alt season. They aim to provide an objective analysis of the data to determine if the risk and reward are favorable for investing in crypto.

Market Sentiment and Influencer Views

Many influencers have turned bearish, but the speaker believes this is a sign of a "full cleanse" in the market, where prices move sideways despite bullish catalysts. They argue that this is a normal part of the crypto market cycle.

Catalysts for Market Movement

The speaker mentions several catalysts that could drive market movement, including:

  • QT (Quantitative Tightening) and potential quantitative easing
  • Tariffs and their impact on the global economy
  • Institution adoption, such as tokenization and banks holding crypto assets
  • Regulatory changes, like the abolition of SAB-126

Crypto Market Cycles and Patterns

The speaker analyzes historical crypto market cycles, comparing the current cycle to the 2018 cycle. They identify patterns, such as:

  • A potential alt season in the next 12 months
  • The importance of Ethereum (ETH) in leading the alt season
  • The role of Bitcoin's dominance in the market

Addressing Concerns about Alt Season

The speaker addresses concerns that there will be no alt season, citing:

  • The number of coins and liquidity as not being a barrier to alt season
  • The potential for narrative pumps and individual coin performance
  • The importance of understanding market sentiment and patterns

Bitcoin Dominance and Ethereum

The speaker discusses Bitcoin's dominance and its potential impact on the market, including:

  • The green zone, where Bitcoin's dominance is expected to peak and then decline
  • The importance of Ethereum's performance in leading the alt season
  • The potential for a convergence and flip in Bitcoin and Ethereum's dominance

Conclusion

The speaker concludes that, based on their analysis, there will be a bull run and an alt season. They encourage viewers to stay informed and to look at the data objectively, rather than following bearish sentiment.