Is the next crypto peak in Q4 2025 or stretching into 2026? Michael Nadeau from The DeFi Report teams up with Ryan to decode on-chain and macro signals—from Powell’s dovish pivot at Jackson Hole and surging global liquidity to loosening bank lending standards that could supercharge risk-on moves. They break down whale Bitcoin selling, ETH’s breakout, muted altcoin flows and why the classic four-year cycle might run long this time.
Portfolio playbook: focus on fewer, high-conviction “core” holdings, sprinkle in high-beta “hot sauce,” and keep an eye on cash allocation. Realized price vs market value, lending standards, and the Bitcoin Fear & Greed Index all feed into a smarter, future-proof strategy.
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