
← Tapping Into CryptoNouveau · 28 min
Uptober or Slumptober? Starknet Token Unlocks, Privacy Rally & Near Protocol Deep Dive
Is historical Q4 seasonality enough to push Bitcoin toward six figures, or are shifting macro credit conditions set to stall the rally?
Ted and Pav reunite remotely to dissect whether the market is heading into an "Uptober" expansion or a "Slumptober" pull-back. The boys review historical October returns and compare Q4 seasonality against current market weakness, detailing why total altcoin market cap (Total3) has returned to break-even levels while clear leaders continue to diverge from lagging legacy assets.
They unpack Starknet's recent 65% weekly run-up alongside zero-knowledge privacy tech and upcoming token unlock pressures, dive deep into Near Protocol’s infrastructure for transacting AI agents, and examine how macro factors like US equity earnings and credit market volatility could impact digital assets over the coming weeks.
Key Moments:
00:00 Reviewing historical October gains (+12.9% average) against Q4 expectations and bear market realities
05:56 Explaining Starknet’s 65% surge, zero-knowledge proofs, and potential selling pressure from upcoming unlocks
09:19 Examining altcoin market cap metrics and why Near, Hyperliquid, and Zcash are outpacing XRP and ADA
16:08 Exploring Near’s AI agent infrastructure, intent-based execution model, and $30B+ transaction volume growth
22:06 Analyzing corporate earnings season, private credit redemptions, and geopolitical risks affecting market sentiment
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