👉 Get Jamie's full report for free for a limited time app.realvision.com/report/navigating-the-bull-crypto-cycle-projections 00:00 - Introduction: Raoul Pal’s Journey to Understand Macro, Crypto, and Technology 01:39 - Crypto’s Massive Opportunity and Impact 03:16 - Introducing Jamie Coutts: Chief Crypto Analyst at Real Vision 04:21 - Jamie Coutts’ Latest Research on the Crypto Cycle 05:58 - Joining the Real Vision Community 06:34 - Jamie Coutts’ Journey into Crypto 07:37 - Early Bitcoin Discovery and Shift Towards Blockchain at Bloomberg 09:25 - Developing a Research Strategy for Crypto 11:09 - Multi-disciplinary Approach to Analyzing Crypto 12:44 - Evolving Financial Market Analysis 15:35 - Quantitative Modeling and Understanding the Space 16:38 - The Focus on Smart Contract Platforms 18:02 - Technical and Fundamental Analysis in Crypto 20:09 - Deep Dives on Protocols: Solana, Near, and Sui 22:15 - Identifying and Filtering True Network Activity 25:46 - Addressing the Challenges of Data Quality in Blockchain Metrics 28:48 - Comparing Ethereum’s Scaling and Layer 2 Solutions 30:46 - The Interoperability Challenges in Crypto 32:06 - Comparing Ethereum and Solana Ecosystems 33:18 - Jamie Coutts’ Crypto Market Projections 35:35 - The Liquidity Model: Tracking Global M2 and Bitcoin Cycles 39:20 - Expansions and Contractions in Global Liquidity 40:55 - Analyzing Bitcoin’s Relationship with Global Liquidity 44:08 - Bitcoin Price Projections Based on Liquidity Cycles 47:30 - Timing the Bitcoin Peak and Global M2 Expansion 50:52 - Bitcoin Price Scenarios: Base Case, Projections, and Parabolic Scenarios 52:47 - Bitcoin Dominance and Projections for Other Cryptos 54:06 - Layer 2 Solutions and Their Impact on the Ethereum Network 55:20 - Using Bitcoin as Collateral for Other Financial Systems 58:45 - Nation States Holding Bitcoin: A Growing Trend 01:00:02 - Infrastructure Sector in Crypto: A Potential Growth Opportunity 01:03:57 - Outperformance of Certain Sectors and Sub-Sectors in the Next Cycle 01:07:00 - Meme Coins: Balancing the Hype with Real Performance 01:10:24 - Jamie Coutts’ Final Thoughts on Crypto and Bitcoin Projections
Jamie is highly knowledgeable and always interesting to listen to, which makes his viewpoints both insightful and profound. When he speaks, it feels like every perspective he shares adds a new dimension to the conversation.