[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![MilkRoadDaily Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1476696261222936577.png) Milk Road [@MilkRoadDaily](/creator/twitter/MilkRoadDaily) on x 85.4K followers
Created: 2025-07-17 19:59:06 UTC

Coinbase’s Q3 2025 Crypto Forecast: 

$BTC ATHs, $ETH Rotation & What’s Next w/ @Dav1dDuong  @coinbase Global Head of Research

Forget the flippening. 

$ETH doesn’t need to beat $BTC, it’s carving a new path. 

From staking ETFs to tokenized assets, $ETH might be Wall Street’s next darling.

Tune in to know more

⏱ TIME POINTS ⏱
00:00 - Intro
01:49 - Q2 2025 Crypto Market Recap
03:22 - Key Macro & Market Shifts to Watch in Q3
07:01 - Why Does $BTC Dominance Keep Climbing? 
09:01 - How ETFs Are Reshaping Crypto Market Dynamics  
11:28 - What Past Cycles Teach Us About Bitcoin & ETH’s Future
13:28 - Are We in an Extended Crypto Cycle?
15:37 - Ledn
16:13 - Definitive
16:46 - The Rise of Corporate Treasury Crypto Allocations
19:55 - Risks Lurking Beneath the Treasury Trend
23:30 - Why $BTC Is Dominating the Treasury Narrative
26:32 - $ETH Upside Potential This Cycle
28:36 - Is $ETH About To Steal the Spotlight?  
30:31 - Unpacking Onchain Economics for Ethereum Layer 2s  
32:37 - Are Stablecoins the Next Big Crypto Growth Engine?  
34:17 - Can Stablecoins Solve the U.S. Debt Problem?
36:02 - Are Stablecoins Entering a Meteoric Growth Phase?
38:36 - $BTC Supply vs ETF Demand
39:46 - Does Decentralized AI Have a Real Crypto Future?  
47:47 - What Should Investors Watch in Crypto For the Rest of 2025?
49:21 - Wrap-Up 
49:38 - Nexo Tees Off with Global Golf’s Elite in Landmark DP World Tour Partnership

![](https://pbs.twimg.com/amplify_video_thumb/1945917758325022720/img/cIT-jRVuyZliC4Kd.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945936318694887895/c:line.svg)

**Related Topics**
[btc eth](/topic/btc-eth)
[tokenized](/topic/tokenized)
[staking](/topic/staking)
[$eth](/topic/$eth)
[$btc](/topic/$btc)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)

[Post Link](https://x.com/MilkRoadDaily/status/1945936318694887895)