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Crypto markets this year failed to live up to expectations, raising questions about the trajectory for next year. The situation in crypto markets is further complicated by speculation that Bitcoin may be entering a multiyear decline in line with the so-called four-year cycle.
In this Unchained podcast episode, Delphi Digital analysts Jason Pagoulatos and Jordan Yeakley break down the market and applications outlook for next year.
They look at whether the four-year cycle will hold, what gold’s run means for Bitcoin, and the conditions that have led to recent market apathy. They also discuss whether the recent resurgence of privacy coins is a fad and who might come out on top in the race to become an “everything app.”
Is the four-year cycle the result of multiple coincidences? And is X the dark horse in the “everything app” meta?
Guests:
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- Jason Pagoulatos, Head of Markets at Delphi Digital
- Jordan Yeakley, CFA, Research Analyst at Delphi Digital
- Previous appearances on Unchained:
Links:
- Unchained:
- Will Bitcoin’s New Phase Change It Forever? And Is the 4-Year Cycle Dead?
- The Chopping Block: Hyperliquid vs. Tarun, ADL Transparency & The Coming Perps Arms Race
- What Ethereum Will Look Like When It Implements Its New Privacy Focus
- Why the Privacy Coins Mania Is Much More Than Price Action
- Coinbase Launches Stock Trading and Prediction Markets
- Inside Robinhood’s Big Super App Plan: ‘There’s Still a Lot of Work to Be Done’
- How the x402 Standard Is Enabling AI Agents to Pay Each Other
