Bitcoin’s bleeding again and sentiment is collapsing.
But if you’ve been around for a few cycles, this kind of pain might look familiar.
In this episode of Unchained, Laura sits down with Yann Allemann, Co-founder of Swissblock, and Joe Vezzani, CEO of LunarCrush, to unpack the latest market wipeout, and whether it’s a signal of exhaustion or opportunity.
From retail’s record-breaking bearishness to the unwinding of crypto’s DAT mania, they explore why the market feels bearish and what that might mean for what’s coming next.
They also dive into the likelihood of a blow-off top, the resurgence of privacy coins, the risk in digital asset treasury companies, and even why some think we could see new all-time highs before the year ends.
Thank you to our sponsors!
<ul>
 <li>
<a href="https://www.mantle.xyz/">Mantle</a>
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Guests:

<ul>
 <li>
<a href="https://www.linkedin.com/in/yann-allemann-330bb727?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3B1tH1z2T6T1u6mgljO5%2Fqrw%3D%3D">Yann Allemann</a>, Co-founder and Chairman of Swissblock
</li>
 <li>
<a href="https://x.com/joevezz">Joe Vezzani</a>, Co-founder and CEO of LunarCrush
</li>
</ul>
Timestamps:
🎬 0:00 Intro
📉 2:13 Why Bitcoin’s crashing again and whether DATs are to blame
💥 10:43 The consequences of the October 10 liquidation wave
🔄 18:48 Is the four-year crypto cycle finally dead?
📊 25:00 The unraveling of the DAT trend: end of the mania or just a pause?
😶 29:32 Why markets feel eerily quiet and deeply bearish
🐻 32:55 How this became the “most bearish bull market” ever
🥇 40:49 If Bitcoin is digital gold, why hasn’t it followed gold’s rally?
🎯 47:09 Are prediction markets stealing attention from crypto?
🚀 53:30 Why Yann thinks a blow-off top is still coming
🕵️‍♂️ 55:51 The privacy coin comeback led by Zcash
💫 1:02:00 Why ETH’s relative strength could surprise the market
⚠️ 1:07:36 Why Yann says there’s “no reason to hold speculative assets”
💰 1:12:59 Bitcoin price predictions and what smart money’s really doing
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