In this interview, Markus Thielen, CEO and Head of Research at 10x Research, breaks down why Bitcoin is struggling despite bullish headlines, what’s really happening with ETF flows and global liquidity, and why altcoins may continue to underperform.
We also cover recession risk, midterm elections, and who truly controls crypto markets today.
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~ TIMESTAMPS ~
0:00 – Intro
1:42 – How is Bitcoin looking right now?
3:40 – Which market structure data matters most?
6:45 – What will drive institutional Bitcoin demand next year?
12:16 – Will global liquidity lift Bitcoin?
20:45 – Is unemployment the real risk for the Fed?
27:13 – Which liquidity metrics should crypto investors watch?
32:41 – Could Bitcoin drop 60% in 2026?
36:38 – Are altcoins in worse shape than Bitcoin?
39:59 – What could actually spark an altcoin rally?
42:31 – Will altcoins keep underperforming Bitcoin?
44:03 – Is Solana overhyped or underpriced?
44:11 – If you could track one chart only, what would it be?
44:29 – Who influences crypto more today: CZ or BlackRock?
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📺 Essential Links 📺
🐥Markus’s X: https://x.com/markus10x
🐥10x Reserach X: http://x.com/10x_Research
🌐 10x Research: https://10xresearch.com/
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
#bitcoin #crypto #bearmarket