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Will Bitcoin's New Phase Change It Forever? And Is the 4-Year Cycle Dead?
Episode 974
The crypto sector has celebrated a lot of policy wins in 2025, but price wise, it has arguably been a year to forget.
In this episode of Unchained, Bitwise Head of Research Ryan Rasmussen and Arca Portfolio Manager David Nage join host Laura Shin to discuss the disappointing crypto markets and why their outlook on 2026 is more positive.
They also explained why Vanguard's crypto pivot is a huge deal, questioned whether Bitcoin could ever be unseated by privacy coins, and discussed why they don’t see the bubble in the DAT market hurting crypto.
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Guests:
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Ryan Rasmussen, Head of Research at Bitwise
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David Nage, Portfolio Manager at Arca
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Previous appearance on Unchained:
Links:
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Unchained:
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Bitcoin Resets Above $90,000, but Can Bulls Keep the Momentum?
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Bits + Bips: Vanguard’s Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners
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Franklin Templeton Rolls Out First Tokenized Fund in Hong Kong
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Why Every Company Will Have a Stablecoin — and Why One L2 Isn’t Enough
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What Ethereum Will Look Like When It Implements Its New Privacy Focus