ilmscore | What's Next For Crypto In Q4? Report Reveals All!

What's Next For Crypto In Q4? Report Reveals All!

Predictions from this Video

Total: 17
Correct: 6
Incorrect: 6
Pending: 5
Unrated: 0
Prediction
Topic
Status
67% of institutional and 62% of non-institutional investors predict Bitcoin will exceed $130,000 within the next 1-2 quarters (Q4 2025 or Q1 2026).
"67% of institutions and 62% of non-institutions called for BTC to reach over $130,000 in that window."
BTC
Incorrect
There is a discernible rotation of capital out of Bitcoin and into major altcoins, though not yet indicating a full altcoin season.
"Coinbase is stopping far short of calling for a full-blown alt season, but there is a clear rotation out of BTC into major altcoins."
BTC
Incorrect
Bitcoin's current price advance has diverged from its historical path seen between 2015-2018, suggesting a new market regime where first principles analysis (liquidity, positioning, profit leakage) is more relevant than strict historical tracking.
"For nearly two years, the current advance tracked the 2015 to 2018 path almost tick for tick before breaking away as some long-term holders derisked. That divergence doesn't spell doom, but it tells you we're off the typical template, and we should probably focus more on first principles analysis."
BTC
Incorrect
In Q3 2025, spot Ethereum ETFs attracted more inflows ($9.4 billion) than spot Bitcoin ETFs ($8 billion), marking a significant shift in attention.
"For the first time, spot ETH ETFs pulled in more than spot BTC ETFs during the third quarter. $9.4 billion for ETH versus $8 billion for BTC."
ETH
Pending
Ethereum's derivatives market experienced substantial growth in Q3 2025, with futures open interest up 115% to $31 billion, options open interest up 132% to over $12 billion, and perpetual futures trading volume up 45% to nearly $75 billion daily.
"Q3 daily averages show futures open interest around $31 billion, up a massive 115% versus Q2. Options open interest clocked over $12 billion, up 132%. Per traded nearly $75 billion per day, up 45%."
ETH
Correct
Ethereum and its Layer 2 networks saw record transaction volumes in Q3 2025 while user fees dropped to a two-year low, indicating increased capacity and lower costs for users.
"ETH and Ethereum layer 2 transactions hit fresh highs while monthly user fees fell to a 2-year low. More capacity at lower cost."
ETH
Correct
The increasing amount of staked ETH tightens tradable supply, which is expected to reduce sell pressure and encourage holding behavior.
"A rising staked share means fewer coins competing on the open market, which smooths sell pressure and encourages more hoddlding type behavior, if you will."
ETH
Incorrect
Ethereum's price trend can independently shift upwards without needing Bitcoin's prior approval or upward movement.
"ETH's regime can flip without asking BTC for permission to be bullish."
ETH
Correct
Key indicators for continued bullish momentum in Ethereum include ongoing accumulation from Digital Asset Treasuries (DATs) and ETFs, sustained high on-chain activity, and an increasing trend in staked ETH.
"for bulls, the main things to look out for are continued accumulation flows from DATs and ETFs, chain activity remaining elevated, and ideally a continued uptrend in staked ETH."
ETH
Incorrect
45% of institutional investors believe the crypto market is already in a late-stage bull market, compared to 27% of non-institutional investors.
"Nearly half of institutions, 45% say we're already in a latestage bull market, while just over a quarter, 27% of non-institutions agree."
Crypto Market Cycle Placement
Pending
Digital Asset Treasuries (DATs) are expected to continue being a significant source of demand in Q4 2025.
"Nevertheless, the report still expects DAT to remain a big demand source in Q4."
Digital Asset Treasuries (DATs) Demand
Pending
The Real World Asset (RWA) market, particularly tokenized private credit and US Treasury bills, is experiencing significant growth, merging traditional finance with crypto, and has recently reached $30 billion.
"Well, this shows us that Treadfi Capital is not so slowly and very surely coming on chain. The merge of Treadfi and crypto continues as the total RWA market recently touched $30 billion."
Real World Assets (RWAs) Market Growth
Correct
Prediction markets are posited as potentially the most successful crypto product since stablecoins, indicating strong product-market fit and mainstream adoption.
"Simply put, prediction markets might be the most successful product coming out of crypto since stable coins."
Prediction Markets Growth
Pending
The crypto market has a favorable money supply backdrop at the start of Q4 2025, but this tailwind may ease later in the quarter due to a potential supply squeeze in November.
"The bottom line here is that crypto has a friendly backdrop for the start of Q4. But Coinbase also highlights a possible supply squeeze in November. In plain English, that means the wind is technically at crypto's back right now, but it may ease later in the quarter."
Money Supply Influence on Crypto
Pending
Smart contract platforms, particularly ETH (up 70%) and AVAX (up 64%), were the top performers in Q3 2025. Infrastructure names like Chainlink also saw significant gains (61%).
"This shows smart contract platforms as the standout cohort with ETH up about 70% and AVAC at 64% while Bitcoin posted a modest singledigit quarter as capital hunted beta elsewhere. Infrastructure names like Chainlink also rallied hard with a 61% gain, reminding everyone that picks and shovels trades are often some of the most profitable."
Smart Contract Platforms Performance
Correct
The ongoing demand from spot ETFs represents a fundamental structural improvement in the crypto market, providing steady demand through a regulated channel.
"This is the number one structural upgrade of the cycle. Steady demand via a fully regulated avenue."
Spot ETF Impact on Market Structure
Correct
Stablecoin supply has reached record highs around $300 billion with strong momentum, and monthly volumes have hit all-time highs near $6 trillion, indicating scaling in remittances, market plumbing, and payments.
"Stable coin supply pushed to record highs around the $300 billion mark with strong 30-day momentum. All while monthly volumes managed to hit all-time highs just shy of $6 trillion."
Stablecoin Market Growth
Incorrect