Bankless Was That the Top? Bitcoin, ETH, & Q4 Setup | Michael Nadeau's DeFi Report #6
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Sep 30, 2025 
Michael Nadeau, founder of The DeFi Report and crypto researcher, joins to dissect the latest trends in Bitcoin and Ethereum. He explores whether we’ve hit a cycle top, discussing Bitcoin’s crucial price levels and Ethereum’s $4K resistance. Nadeau highlights the impact of a recent liquidation event on the market and the potential for a Q4 rally. With insights on altcoin dynamics and the liquidity landscape, he provides a roadmap for navigating the upcoming months and identifies where fresh capital could emerge.
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Wait For Bitcoin Leadership First
- Expect Bitcoin to lead the next leg; wait for BTC to push toward and break all-time highs before a broad rotation.
50-Week MA Still Intact
- The 50-week moving average has historically marked cycle breaks; Bitcoin remains above it so bull structure holds.
Long-Term Holders Paused Selling
- Long-term holders sold into the summer run but largely stopped; ETFs show inflows and outflows have slowed.