Potential for a Bullish Q4

DAILY MARKET OVERVIEW

Potential Q4 Catalyst?

👋 Hey, Crypto Enthusiasts! The market’s been testing everyone’s patience, but brighter signs might finally be forming on the horizon. Let’s break it down.

😮‍💨 The last few weeks have been rough - plenty of chop & messy setups. But when the noise clears, structure speaks - and right now, the structure is hinting that Q4 could bring some much-needed upside momentum.

After the massive liquidation cascade, BTC has impressively held above $100K, showing real resilience in the face of volatility. Yet the most interesting story right now isn’t just BTC itself - it’s BTC vs. Gold.

Since August, BTC has fallen roughly 30% against gold, but it’s now testing a key support that could act as a major reversal zone. If that reversal triggers, it could set the stage for a 70-80% BTC rally, taking prices toward the $180K region.

That kind of move would likely ignite the final leg of this cycle - the point where altcoins historically catch fire and liquidity rotates aggressively across the board.

⌚️ Of course, timing is everything. We’ve got CPI data tomorrow and the FOMC statement next week, both of which could spark short-term turbulence. But if inflation comes in soft and the Fed signals rate cuts ahead, that could be the exact catalyst to fuel the $180K BTC scenario.

Patience, positioning, and preparation - that’s the playbook for now.

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🤔 Alt Season Potential

The altcoin season narrative isn’t dead just yet.

Why we’re watching closely:

• Bitcoin dominance has not yet broken down significantly this cycle.

• We’ve seen small pockets of outperformance, but not a full-blown alt season.

• After the large liquidation cascade, open interest and leverage for altcoins are at bottom levels, giving plenty of room for expansion.

• Traders are still cautious after the recent wipeout, which may delay confidence returning.

If BTC pulls off the gold reversal and pushes toward $180K, FOMO could ignite across the board, dragging altcoins into their long-awaited breakout phase.

For now, we stay cautiously bullish - watching the data, respecting the risks, but keeping our eyes on the setup that could define Q4.

In markets like this, discipline is the edge.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Hyperliquid Strategies Plans $1 Billion Raise
Hyperliquid Strategies filed with the SEC to raise $1 billion, aiming to grow its HYPE token treasury and expand DeFi activity.

Polymarket Targets $15 Billion Valuation
Prediction platform Polymarket is seeking new funding that could value it at up to $15 billion amid booming investor interest.

Coinbase Brings AI Agents Onchain
Coinbase launched “Payments MCP,” a tool letting AI models like Claude and Gemini send and receive crypto through wallets.

Robinhood Adds BNB Trading
Robinhood now supports Binance’s BNB token as it hits a $150 billion market cap, showing rising U.S. acceptance of Binance assets.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin: Bull Market Support Band (23.10.2025 Summary)

Benjamin Cowen updates his view on the Bitcoin cycle, focusing on the bull market support band and the historical pattern of cycle tops. He believes Q4 is make-or-break for Bitcoin, and we’re likely close to a key turning point.

Cowen’s Outlook – Key Points

• History Says the Top Is Near
  Every Bitcoin cycle has topped in Q4 of the post-halving year. Cowen sees no reason to assume this time will be different.

• Support Band Breach Is a Warning
  Bitcoin is now below its bull market support band. If this continues and the 50-week moving average breaks, it may confirm the top is in.

• Dominance Rising Fast
  Bitcoin dominance has been rising for six straight weeks. Cowen expects it to move well past 60%, as liquidity rotates out of altcoins.

• Altcoins Still Weak
  Altcoins remain in decline versus BTC. Cowen warns they won’t move until after Bitcoin breaks all-time highs - if it does.

• Final Rally Still Possible
  A parabolic move could still happen in November or December. If not, he believes the cycle is likely over.

• Death Cross Could Be a Buy Signal
  A looming death cross may mark a local bottom - just as it did in previous cycles.

Final Takeaway

Cowen remains cautiously optimistic for the next few weeks but says the clock is ticking. If Bitcoin doesn’t rally by year-end, history suggests the top is already in. Until then, sticking with Bitcoin remains the safest move.

1000x Podcast – Is the Cycle Over, Portfolio Psychology, & Prediction Market Alpha (23.10.2025 Summary)

The 1000x Podcast team dives into the current crypto market chop, discussing whether we’re witnessing the end of the cycle or just a healthy reset. With OGs selling, institutions buying, and prediction markets gaining traction, the episode offers a mix of macro views, portfolio psychology, and some real alpha.

Key Points – What the Hosts Discussed

• Is the Cycle Over?
  Despite concerns from industry veterans like Chris Burniske, the team believes the cycle is still alive. OGs may be selling, but new whales (like TradFi institutions and ETF buyers) are stepping in.

• Sideways = Bullish?
  Bitcoin’s sideways movement is seen as a sign of strength. Sellers are offloading, but the market is absorbing it without crashing. That’s typically bullish behavior.

• Four-Year Cycle Debate
  The infamous four-year cycle has repeated three times, but the hosts argue it's losing predictive power. Most new entrants, including ETF buyers, don’t know or care about it.

• Retail Psychology & PTSD
  Many 2017 and 2021 market participants are still emotionally scarred. That fear is leading them to sell early, especially during sideways action. But that may create opportunities for long-term investors.

• Institutional Adoption & Infrastructure
  Crypto is quietly eating TradFi rails. Ripple’s $1B acquisition of G-Treasury and other moves signal a shift to B2B stablecoin adoption. This narrative is far from priced in.

• Robinhood, Altcoins & Tokenomics
  The team praises Robinhood as a long-term bet on financial infrastructure. For crypto, only a few altcoins like Hyperliquid and Aerodrome stand out with solid fundamentals and defensible tokenomics.

• Prediction Markets = Untapped Alpha
  Platforms like Polymarket offer real-time edge. The trick? Bet “no” more often and leverage multilingual or local news sources for an informational advantage.

Final Takeaway

The hosts remain bullish on crypto's long-term outlook, even if some signs feel uncertain. Between institutional flows, improved infrastructure, and high-conviction plays like BTC, Robinhood, and select altcoins, the opportunities are still here — if you can control your emotions and zoom out.

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