Zcash Rally: Micro Narrative, Not Macro

To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwWatch CoolWallet CEO Michael Ou's interview with me: https://youtu.be/R5XLKIcyOvI?si=lG7aR7dHyOV5N0N2Benjamin Cowen, Founder and CEO of Into the Cryptoverse, argues that Bitcoin likely hit its four-year cycle top and is now in a slower, less severe bear market that will not reverse until a stock market crash forces the Fed to ease aggressively. Watch Ben’s last interview with David: https://youtu.be/HmMaH-bTh00Get 10% off your Into The Cryptoverse Subscription with code DAVDLIN: https://intothecryptoverse.com/ref/davidlin/ *This video was recorded on December 29, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BENJAMIN COWEN:Use code: DAVIDLINInto The Cryptoverse: https://intothecryptoverse.com/ref/davidlin/YouTube: https://www.youtube.com/@intothecryptoverseX (@intocryptoverse): https://twitter.com/intocryptoverseFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:14 - Bitcoin cycle analysis6:25 - Fed Funds Rate15:14 - Comparing to Nvidia and Google19:12 - Altcoin market21:30 - Zcash narrative24:58 - Altcoin bleeding30:55 - Does Bitcoin lead equities?36:12 - Forecast for Bitcoin dominance38:24 - Precious metals44:06 - News headlines and sentiment#crypto #bitcoin #investing