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"Crypto markets have been swinging between “it’s over” and “we’re so back” at an alarming frequency as of late.
So, in an effort to cut through the noise, today’s video breaks down Coinbase Institutional’s Q4 outlook to find what actually matters for crypto markets in the next 3-6 months.
The report helps identify emerging trends for Q4 and provides a clear idea on where markets are heading next. Watch now and decide your Q4 game plan!"
~ Coin Bureau
The video summarizes the Coinbase Institutional Q4 2025 outlook report, "Charting Crypto: Navigating Uncertainty," which offers insights into market sentiment and positioning for the final quarter of the year. A survey of investors revealed that most remain bullish on Bitcoin, with a majority expecting BTC to surpass $130,000 in the next six months, though a significant portion of institutions view the market as being in a late-stage bull cycle. Macroeconomic factors were cited as the number one risk concern. The report notes that market positioning is currently "constructive but mindful," indicating that participants are optimistic but not overly leveraged. Furthermore, while recognized as bullish, spot ETF approvals are now viewed more as essential baseline infrastructure rather than a major new catalyst.
Coinbase highlights three key emerging trends for Q4: the continued growth of Digital Asset Treasuries (DATs) as a demand source, the near-vertical rise of the Real World Assets (RWAs) sector—especially tokenized US Treasuries—which signifies traditional finance capital moving on-chain, and the breakout success of prediction markets like Polymarket, which suggests improving product-market fit and user experience. Q3 performance showed a clear rotation out of Bitcoin and into major altcoins and smart contract platforms, such as Ethereum and Avalanche, which were the standout cohorts. Bitcoin's market structure remains healthy with long-term holders showing strong resolve, while Ethereum's market has seen a major shift, with spot ETH ETFs attracting more capital than BTC ETFs in Q3 and its derivatives market showing signs closer to "froth." The broader market is supported by record stablecoin supply and usage, and a structural upgrade due to steady demand from spot ETFs.
0:00 Intro
0:48 Investor Survey
5:37 Trends To Watch In Q4
9:15 Q3 Developments
13:17 BTC Deep Dive
15:58 ETH Deep Dive
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=8tGosU0mSas
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.
