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"Ever since the record October 10th liquidations, investors everywhere have been desperately searching for even the slightest hint of optimism.
So, when Coinbase released an institutional report claiming that the crash actually paved the way for a grind to the upside, it spread like wildfire. Suddenly, traders stopped planning their exits and started hunting for opportunities.
Today, we’re breaking down this report for you in simple terms, showing you why the situation might be far less bleak than it might feel, and exploring what could come next for the crypto bull market.
This is a video you do not want to miss."
~ Coin Bureau
This video summarizes a Coinbase Institutional report titled "Market Recalibration," which suggests that the massive $20 billion crypto liquidation event on October 10th, triggered by President Trump's tariff announcement, marked a local bottom and a "necessary reset" for the crypto market. The crash, which saw BTC drop 10% and the total market cap fall 20%, wiped out over-leveraged positions and has potentially set the stage for a "grind higher" in the months to come. The report compares this event to the Great Grain Robbery of 1973, highlighting that both suffered from a lack of quality information during times of thin market liquidity, causing investors to panic sell. With leverage largely reset, the market now has more freedom to move up, although this is expected to come from market structure repair rather than major headline catalysts.
The report suggests that future market strength will be driven by institutional inflows, who have low leverage and are focused on large-cap cryptos. Capital flows since the liquidations have shifted out of the BNB and Solana ecosystems and into Ethereum and its Layer 2s, particularly Arbitrum, with an eye on potential opportunities in Base and Optimism. Stablecoin flows indicate a rotation of existing capital rather than an influx of new money, meaning altcoin season as it was known is likely a dead concept. Two major narratives attracting "smart money" are yield protocols, especially staking and restaking, and utility narratives like NFTs, the metaverse, and crypto gaming. The Tokenized Real World Assets (RWA) sector is also highlighted for serious growth potential, with BlackRock's Bidd Fund committing capital to Polygon, Avalanche, and Aptos despite the recent market chaos. Overall, the report concludes that with macro tailwinds like Fed rate cuts and regulatory moves, the crypto bull market could extend into Q1 2026.
0:00 Intro
0:51 The Great Grain Robbery
03:38 Shape Of The Recovery
06:51 Follow The Flows
10:55 Don’t Forget About The Macro
13:17 What This Means For The Crypto Bull Market
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=ByUEAP5cXAY
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
