In this Crypto Rundown, Tevo and Brian kick off October by breaking down why Bitcoin’s strong September momentum could set up a major Q4 for crypto. They explain how Bitcoin, Ethereum, and software stocks flipped from early-year weakness into major winners, why retail still does not appear fully back, and why that leaves room for more upside if the bull market continues. The episode covers October seasonality, Google Trends interest, and altcoin momentum is in the news!
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Chapters
00:00 Intro and Market Overview
01:05 – Bitcoin momentum carries into crypto’s favorite month
02:05 – September performance and Q4 setup
03:25 – Why October seasonality matters
05:15 – Buying the dip when it felt ugly
06:15 – Ethereum’s huge quarter and Bitcoin’s 44% move
07:00 – Google Trends shows retail is not fully back
09:45 – October Bitcoin performance history
13:00 – CoinMarketCap check and fear and greed index
14:35 – Altcoin setup and Bitcoin dominance
14:40 – Arrow and Velodrome merge into a unified protocol
18:25 – Near exploit, Bitwise ETF demand, and reimbursement
22:35 – Robinhood brings crypto perps to US retail
27:35 – Coinbase builds derivatives clearing infrastructure
29:00 – Pokemon cards, collectibles, and Coinbase
34:20 – Pump.fun revenue and buyback thesis
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