ABOUT THIS EPISODE
Global liquidity has officially turned and made new recent high, but this alone isn't enough to trigger altseason. For altcoins to pump, we need two catalysts: Bitcoin to start a confirmed new bull run AND US liquidity to break above 3-year resistance levels. In this video, I break down where we are in the cycle, what's still missing, and my timeline for when these conditions could actually align.
Chapters:
(00:00) Why Altcoins Are Not Worth Touching Yet
(01:31) How Global Liquidity Predicts Altcoin Seasons
(04:03) Trigger 1: Bitcoin Needs to Confirm a Bull Market
(09:08) Higher Highs and Higher Lows as Bull Market Confirmation
(11:10) Expected Bitcoin Bottom Window (Late 2025 to Late 2026)
(12:10) Trigger 2: US Liquidity Must Break Its 3 Year Resistance
(18:44) Russell 2000 Leads Altseason by 4 to 6 Months
(22:46) Why the Fed Is the Only Missing Piece
(25:17) TGA and the Tariff Dividend That Won't Happen
(33:20) New Fed Chair Kevin Warsh and What He Might Do
(35:22) Why Jackson Hole in August Is the Real Signal to Watch
(43:28) The Timeline for When Altcoins Could Finally Pump
(46:29) Current Portfolio Strategy and How to Play This
(48:30) Outro