
Summary
In this Canary Capital webinar, Steven McClurg and Josh Olszewicz examine the macro shifts and crypto inflection points that could shape markets through Q4 2025 and into 2026. With rate cuts approaching, inflation proving sticky, and gold reaching new highs, the discussion explores how monetary policy pivots and market stress are converging across global asset classes.
From Bitcoin’s late-cycle behavior to potential altcoin rotation, and from stagflation risks to the durability of the broader crypto cycle, this session provides a high-level framework for understanding what may define the next phase of the market.
Key Topics