Crypto Has Entered Late-Cycle Territory, Says Global Liquidity Veteran
Global liquidity specialist Michael Howell used an appearance on the Bankless podcast to deliver a clear, if uncomfortable, message for risk assets: the post-GFC “everything bubble” is ending as the global refinancing machine rolls over, and crypto is late in that cycle rather than at the start of a fresh one. Howell’s starting point is…
Liquidity Wave Extends The Crypto Bull Run Into 2026, Predicts Raoul Pal
Raoul Pal believes the crypto cycle is not nearing a peak but entering a longer, more powerful expansion that can run well into 2026, driven by a global liquidity uptrend tied to government debt dynamics. In a special Sept. 25 “Everything Code” masterclass with Global Macro Investor (GMI) head of macro research Julien Bittel, the…
Crypto Bull Run Dead? Analyst Says The Real Top Isn’t Here Yet
Top analyst Miles Deutscher says the crypto market’s apparent fatigue is being misread. In a new video titled “Why The Crypto Bull Run Is Far From Over (Data Says This Happens Next),” the commentator—who has more than 630,000 followers on X—argues that both macro and market-structure signals point to an extended cycle, with Ethereum poised…
Crypto Market Will Peak In Mid To Late March, Predicts Arthur Hayes
In a new essay published on Monday, Arthur Hayes—renowned digital asset investor and former CEO of BitMEX—contends that the crypto market is poised to rally strongly in the first quarter of 2025 before topping out sometime in “mid to late March.” Hayes’s latest essay, titled “Sasa,” delves deep into several macroeconomic variables, including US Federal…