EPISODE · Sep 1, 2025 · 1H 7M
Glassnode co-founder: The real bitcoin top was in July
from Less Noise, More Signal · host Pascal
In this conversation, Pascal Hugli and Yann Allemann, co-founder of Glassnode and SwissBlock, discuss the current market environment for Bitcoin and altcoins, emphasizing the importance of liquidity and systematic strategies in trading. He explains how liquidity acts as a key indicator for market movements and the potential for future altcoin seasons. Yann also shares insights into the frameworks developed for analyzing market phases and signals, providing a comprehensive overview of the cryptocurrency landscape. Chapters: Chapters: 00:00 Intro 01:34 Introduction to Jan and Swissblock 05:10 Understanding Systematic Trading Strategies 09:52 Liquidity as a Key Indicator 13:09 Analyzing Bitcoin's Market Phases 24:09 On-Chain Indicators and Their Importance 34:21 Macro Analysis and Ecosystem Dynamics 36:01 Understanding Alt Season Dynamics 39:13 The Role of Ecosystem Flows 41:20 Macro Influences on Bitcoin and Altcoins 44:03 Identifying High Beta Plays in Ethereum 47:13 Analyzing Market Trends and Liquidity 51:53 Navigating the Current Market Cycle Follow Yann Allemann: https://x.com/Negentropic_ Follow me: Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Check out our sponsor: mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Bitcoin Book 👇 Order from Europe: https://www.amazon.de/dp/1967693013 Global: https://www.amazon.com/-/de/dp/B0F9W8Y283 Thank you for subscribing to our channel! We’re excited to have you with us! Bitcoin, #liquidity, #altcoinseason, #marketanalysis, #systematicstrategies, #Glassnode, #SwissBlock, #cryptocurrency, #economicsystems, #tradingstrategies Support the show
What this episode covers
In this conversation, Pascal Hugli and Yann Allemann, co-founder of Glassnode and SwissBlock, discuss the current market environment for Bitcoin and altcoins, emphasizing the importance of liquidity and systematic strategies in trading. He explains how liquidity acts as a key indicator for market movements and the potential for future altcoin seasons. Yann also shares insights into the frameworks developed for analyzing market phases and signals, providing a comprehensive overview of the cryptocurrency landscape. Chapters: Chapters: 00:00 Intro 01:34 Introduction to Jan and Swissblock 05:10 Understanding Systematic Trading Strategies 09:52 Liquidity as a Key Indicator 13:09 Analyzing Bitcoin's Market Phases 24:09 On-Chain Indicators and Their Importance 34:21 Macro Analysis and Ecosystem Dynamics 36:01 Understanding Alt Season Dynamics 39:13 The Role of Ecosystem Flows 41:20 Macro Influences on Bitcoin and Altcoins 44:03 Identifying High Beta Plays in Ethereum 47:13 Analyzing Market Trends and Liquidity 51:53 Navigating the Current Market Cycle Follow Yann Allemann: https://x.com/Negentropic_ Follow me: Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Check out our sponsor: mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Bitcoin Book 👇 Order from Europe: https://www.amazon.de/dp/1967693013 Global: https://www.amazon.com/-/de/dp/B0F9W8Y283 Thank you for subscribing to our channel! We’re excited to have you with us! Bitcoin, #liquidity, #altcoinseason, #marketanalysis, #systematicstrategies, #Glassnode, #SwissBlock, #cryptocurrency, #economicsystems, #tradingstrategies Support the show
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Glassnode co-founder: The real bitcoin top was in July
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