The David Lin Report Bitcoin’s Next ‘Takeoff’ Revealed, Here’s When | CoinMarketCap’s Alice Liu
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Nov 29, 2025 Alice Liu, Head of Research at CoinMarketCap, delves into the recent Bitcoin crash which triggered a record low in the fear-and-greed index, hinting that a market bottom might be in place. She explores how altcoins often follow fleeting narratives and discusses the impact of perpetual DEXes on future market growth. Alice also links macroeconomic factors and Fed policies to the crypto landscape, while introducing the CMC20 tokenized index and highlighting stablecoins' role in liquidity, all while assessing potential risks from quantum computing.
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Look For Perp DEXes And Use On-Chart AI
- Consider perp DEXs and revenue-generating infrastructure as thematic growth drivers for 2026.
- Use CMC's on-chart AI analysis to quickly surface why a token moves by combining price, on-chain, news, and community data.
Year‑End Rebalancing And Halving Shape Flows
- December is thin liquidity month and institutional holders now dominate volume, so Year‑end rebalancing amplifies flows.
- The upcoming halving also shapes trader behavior around this seasonal liquidity dynamic.
Macro Data Gating Crypto Liquidity
- Lack of key US economic data amid a government shutdown drove investors to sit on the sidelines, delaying capital decisions.
- Liu expects clearer data and possible liquidity return around January–February that could spark a market comeback.