The Milk Road Show Why Bitcoin, Ethereum & Alts Will Keep Rising Through 2026 w/ Jamie Coutts
26 snips
Sep 30, 2025 
In this insightful conversation, Jamie Coutts, Chief Crypto Analyst at Real Vision, shares his expertise on why Bitcoin and altcoins may peak in 2026. He discusses how global liquidity influences market dynamics and why recent Bitcoin stagnation is a sign of deeper trends. Jamie also emphasizes the explosive growth of smart contract platforms and their implications on token value. With invaluable advice on risk management and a look into his wallet holdings, Jamie provides listeners with a fresh perspective on the crypto landscape.
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Use Total Global Liquidity Not Just US M2
- Total global liquidity, not just US M2, better explains crypto's correlation to money supply.
- Short-term TGA movements (U.S. Treasury refilling accounts) can temporarily distort the liquidity–Bitcoin relationship.
Watch The Dollar For Crypto Moves
- Track the dollar (DXY) closely because it is the major swing factor for crypto performance.
- Expect some chop but watch for a further DXY leg lower that should help crypto regain momentum in Q4.
Balance Sheets Matter More Than Rates For Crypto
- Interest rate cuts matter for the business cycle, but central bank balance sheet policies (QE/QT) have larger effects on crypto turning points.
- Fed QT continuing now limits the immediate potency of rate cuts for asset prices.