About this episode
Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next.------?INTO THE CRYPTOVERSE | GET 10% OFFhttps://intothecryptoverse.com/ref/bankless/------BANKLESS SPONSOR TOOLS:?COINBASE | ETH & BTC BACKED LOANShttps://bankless.cc/coinbase-borrow?FRAXNET | MINT, REDEEM, & EARN https://bankless.cc/fraxnet?UNISWAP | CONTINUOUS CLEARING AUCTIONS https://bankless.cc/uniswap-cca?MANTLE | GLOBAL HACKATHON 2025https://bankless.cc/mantle-hackathon?EIGHT SLEEP | IMPROVE YOUR SLEEPhttps://bankless.cc/eight-sleep------TIMESTAMPS0:00 Intro0:49 Bitcoin's Cycle & its Implications2:18 Ethereum's Performance & Expectations8:58 Future Predictions for Ethereum10:39 Comparing Ethereum to Tesla12:32 The State of the Altcoin Market18:26 Disappointment & Hope for ETH Holders20:23 Macro Factors Affecting Crypto24:37 Why No Euphoria This Cycle?32:56 The Shift of Investor Attention37:56 The Future of Crypto Cycles44:16 The Need for Utility in Crypto56:14 Gold vs. Bitcoin: A Comparison59:45 Bitcoin's Unique Position in the Market1:02:31 Patience and Strategy for Crypto Investors1:06:01 Closing & Disclaimers------RESOURCESBen Cowenhttps://x.com/intocryptoverseBen’s Channelhttps://www.youtube.com/@intothecryptoverse
