Description
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Crypto markets this year failed to live up to expectations, raising questions about the trajectory for next year. The situation is further complicated by speculation that Bitcoin is about to kick off a multiyear decline in line with the so-called four-year cycle.
In this Unchained podcast episode, Delphi Digital analysts Jason Pagoulatos and Jordan Yeakley break down the market and applications outlook for next year.
They look at whether the four-year cycle will hold, what gold’s run means for Bitcoin, and the conditions that have led to recent market apathy. They also discuss whether the recent resurgence of privacy coins is a fad and who might come out on top in the race to become an “everything app.”
Is the four-year cycle the result of multiple coincidences? And is X the dark horse in the everything-app meta?
Guests:
⭐️ Jason Pagoulatos, Head of Markets at Delphi Digital
⭐️ Jordan Yeakley, CFA, Research Analyst at Delphi Digital
Timestamps
🚀 00:00 Introduction
👀 1:15 Why Jason does not believe in the four-year cycle
📍 6:59 Why gold remains a harbinger of things to come for Bitcoin
💡 11:13 How Jason says ‘10/10’ has contributed to year-end crypto market apathy
⚠️ 15:20 What the hedge-fund basis trade could mean for the crypto market next year
🧏 19:52 How the boom in AI and other emerging technologies impacts crypto market flows
⚡ 24:24 Why you need a “stock picker mentality” to thrive in the current crypto market
❕ 31:28 What HYPE’s success hinges on in 2026
🔮 39:30 What to watch among Hyperliquid competitors
⁉️ 42:19 Is the privacy resurgence just a fad?
💡 46:38 What the main crypto meta could be in 2026
⚠️ 50:29 Why Base and other corporate tokens may not be the best investments next year
🧏 55:51 How to ride the AI-agent wave
💥 1:03:34 How Coinbase could onboard the next billion crypto users
🤔 1:12:24 Why Robinhood is in the Goldilocks zone
🧠 1:14:21 Why X is a dark horse in the everything-app meta
👀 1:16:10 Can Coinbase and Robinhood succeed together?
#bitcoin #ethereum #crypto #cryptocurrencies
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