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Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann

Bear Trap, Bull Run, or Blow Off Top? Where Is The Market Going Next w/ Yann Allemann

PODCAST

John Gillen

NOV 4, 2025

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In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history?

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