According to Charlie Bilello, a live webinar with YCharts titled "Is the AI Boom the Next Dot-Com?" will take place tomorrow at 2pm EST, with registration available via YCharts. Source: X post by @charliebilello on Dec 3, 2025; YCharts webinar registration page. The session explicitly focuses on comparing today’s AI boom with the dot-com era, a topic directly relevant for traders evaluating sector risk and valuation cycles in AI-linked assets. Source: X post by @charliebilello on Dec 3, 2025; YCharts webinar registration page.

According to Matt Hougan, good news in crypto bear markets is often ignored but accumulates as potential energy for the next bull run, highlighting a lag between fundamentals and price action; source: X post by Matt Hougan on Dec 2, 2025 https://twitter.com/Matt_Hougan/status/1995872611096821798. For traders, this implies systematically cataloging positive catalysts during drawdowns and preparing entry frameworks for trend reversals, as the stored ‘potential energy’ can accelerate upside when risk appetite returns; source: X post by Matt Hougan on Dec 2, 2025 https://twitter.com/Matt_Hougan/status/1995872611096821798. Risk management takeaway: do not expect immediate price response to fundamentals in bear phases—use scaling, patience, and confirmation to align with eventual momentum; source: X post by Matt Hougan on Dec 2, 2025 https://twitter.com/Matt_Hougan/status/1995872611096821798.

According to Miles Deutscher, he released a new video with macro analyst Fabian evaluating blknoiz06’s claim that the crypto trade is over, focusing on market-cycle timing and opportunity mapping, source: Miles Deutscher on X dated Nov 28, 2025. The video outlines the thesis and where the real opportunity lies for traders seeking actionable positioning, source: youtu.be/fuEAYbBxyrk as shared by Miles Deutscher on X dated Nov 28, 2025. The content is presented as macro-driven guidance for reassessing crypto exposure and rotation strategies, source: Miles Deutscher on X dated Nov 28, 2025.

According to @bobbyong, crypto prices are below prior peaks but the market’s structural backdrop is stronger than in earlier cycles, a context traders can use to gauge drawdowns versus fundamentals, Source: @bobbyong on X, Nov 23, 2025. He states regulators increasingly understand crypto and its potential, suggesting a gradual reduction in policy uncertainty relevant to position sizing and risk management, Source: @bobbyong on X, Nov 23, 2025. He adds that politicians are becoming more pragmatic, which can temper headline risk and improve the pathway for compliant market participation, Source: @bobbyong on X, Nov 23, 2025. He highlights that institutions are making significant moves in tokenization and stablecoins, signaling growing real-economy integration that can support liquidity, adoption, and market depth over a multi-year horizon, Source: @bobbyong on X, Nov 23, 2025.

According to @Andre_Dragosch, the latest Bitcoin Long-Term Holder distribution shows coins moving from older LTHs to new institutional LTHs such as ETFs, BTCTCs, and sovereign wealth funds, rather than to short-term retail holders. source: @Andre_Dragosch on X, Nov 18, 2025. He states that prior cycles typically featured LTH-to-STH distribution to late-comer retail, making this pattern non-classical. source: @Andre_Dragosch on X, Nov 18, 2025. He adds that this structure likely points to an extended BTC market cycle relative to past peaks, which is a key consideration for traders assessing supply overhang and timing. source: @Andre_Dragosch on X, Nov 18, 2025.

According to @milesdeutscher, the crypto bull run remains intact and the current market pullback is one of the best buying opportunities of the cycle, implying a buy-the-dip bias for traders and investors. Source: https://twitter.com/milesdeutscher/status/1989323029776884196 He directs viewers to a new YouTube video that details his full thesis, which he says can inform positioning and risk management during this phase. Source: https://youtu.be/x0FALomESYg No specific tokens are named in the post, indicating a market-wide view rather than asset-specific guidance at this time. Source: https://twitter.com/milesdeutscher/status/1989323029776884196

According to Ki Young Ju, he publicly urged Bitcoin OG whales to stop selling BTC and described Bitcoin as a self-fulfilling prophecy, source: Ki Young Ju on X, Nov 14, 2025. He also called for shifting the market focus from a four-year cycle to a ten-year cycle, centering attention on whale selling and cycle length narratives, source: Ki Young Ju on X, Nov 14, 2025.

According to @cas_abbe, history is repeating itself again, posted on X on Nov 11, 2025, source: @cas_abbe on X, Nov 11, 2025. The post specifies no asset, timeframe, indicator, or chart, so it does not provide a verifiable trading setup by itself, source: @cas_abbe on X, Nov 11, 2025. Based on the absence of details in the same post, traders monitoring market cycle repeat signals should wait for further specifics or evidence from the author before taking positions, source: @cas_abbe on X, Nov 11, 2025.

According to @AltcoinDaily, crypto is just getting started, signaling a broadly bullish market sentiment without naming specific assets, timeframes, or price targets (source: @AltcoinDaily on X, Nov 11, 2025). For trading relevance, the post reflects positive influencer sentiment but provides no actionable entries, exits, or risk levels, requiring additional market data before execution (source: @AltcoinDaily on X, Nov 11, 2025).

According to @CoinMarketCap, Wintermute warns the current crypto cycle is running on recycled liquidity as inflows across stablecoins, ETFs and DATs have plateaued, leaving the ecosystem without fresh capital. According to the source, this indicates the market is being sustained by internal rotation rather than net new inflows. According to the source, traders should note that liquidity conditions referenced by Wintermute hinge on stagnating stablecoin, ETF and DAT contributions to market-wide buying power.

According to the source, CryptoQuant analysts state the current crypto market correction is minor and likely short-lived, and they expect a strong altcoin rally before the cycle ends, indicating a late-cycle rotation into higher-beta assets may be underway (source: CryptoQuant).

According to @KobeissiLetter, US technology firms’ CapEx-to-Sales ratio has reached 11%, the highest since 2000, rising by 4 percentage points since 2022. According to @KobeissiLetter, the CapEx-to-Free Cash Flow ratio is about 38%, the highest since 2022, compared with roughly 60% in the late 1990s. According to @KobeissiLetter, this indicates tech companies are funding most capital expenditures with free cash flow rather than debt, reflecting solid financial health. According to @KobeissiLetter, the AI investment boom has room to run, a signal traders can use to frame positioning in AI-linked equities and to monitor AI-themed crypto tokens as capital spending trends evolve.

According to @StockMarketNerd, investors in $OPEN are lecturing $BYND holders about risk management and responsibility, characterizing the current stage of the market cycle as one where speculative equities face peer-enforced discipline. Source: @StockMarketNerd (Oct 20, 2025). The source adds that pre-revenue nuclear investors will next lecture quantum bulls, signaling intensified scrutiny on pre-revenue and high-uncertainty themes. Source: @StockMarketNerd (Oct 20, 2025). No crypto-specific impact is mentioned by the source, but the cited sentiment centers on risk management across speculative stocks that crypto traders may monitor for broader risk appetite cues. Source: @StockMarketNerd (Oct 20, 2025).

According to @StockMarketNerd, the current market phase is characterized by investors viewing an additional 10 percent equity dilution by pre-profit moonshot companies as a positive, indicating acceptance of capital raises and shareholder dilution in unprofitable growth names. Source: @StockMarketNerd on X, Oct 15, 2025. This post centers on equity market behavior and does not reference specific tickers or cryptocurrencies, framing sentiment for traders assessing dilution risk in high-growth, pre-profit stocks. Source: @StockMarketNerd on X, Oct 15, 2025.

According to @CryptoMichNL on X on Oct 2, 2025, the rotation he tracks follows seven steps where BTC rallies first, BTC corrects, ETH follows, ETH stabilizes, altcoins trend up, the whole market corrects, and the cycle repeats, a pattern traders monitor for timing entries and exits across BTC, ETH, and altcoins (source: @CryptoMichNL on X, Oct 2, 2025).

According to @rovercrc, Binance founder Changpeng Zhao (CZ) said "maybe we haven't hit the real bull market yet" in a post on X dated Sep 21, 2025. Source: @rovercrc (X, Sep 21, 2025). The cited post provides no timing, price targets, datasets, or specific tickers such as BTC or ETH, indicating a qualitative sentiment remark rather than a quantifiable trading signal. Source: @rovercrc (X, Sep 21, 2025).

According to @adriannewman21, crypto is in a bullish phase rather than a bear market, but most altcoins could go to zero as market participants become more sophisticated; source: @adriannewman21 on X, Sep 20, 2025.

According to @EricCryptoman, he has drastically reduced the number of positions and increased position sizes in a few high-conviction assets, signaling a move to a concentrated crypto portfolio strategy for the remainder of the market cycle; source: @EricCryptoman on X, Sep 12, 2025. He stated that quality over quantity will guide allocation and that he aims to find the biggest winners and ride the remaining parabola, indicating a momentum-driven focus on top performers; source: @EricCryptoman on X, Sep 12, 2025.

According to @CryptoMichNL, altcoins have barely moved, so he argues the bull run is not over and the market is closer to an early-cycle phase, which is relevant for altcoin positioning and timing. Source: X post by @CryptoMichNL on September 1, 2025. According to @CryptoMichNL, he likens current conditions to Q1 2020 and estimates roughly 1.5 years remaining in the cycle, signaling a bullish outlook and a potential launch phase for altcoins if his thesis holds. Source: X post by @CryptoMichNL on September 1, 2025.

According to @MilkRoadDaily, ETH is showing a specific setup that historically lit the fuse for broad altcoin rallies in prior market cycles, and the same pattern is appearing again now as highlighted in their linked analysis, signaling a potential altcoin-rotation watch for traders seeking relative strength in alts versus ETH and BTC pairs, source: @MilkRoadDaily on X and milkroad.com/daily/eth-abou…