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Altcoin Season Is Never Coming Back (CoinShares Interview)

Lark Davis, guest James Butterfill · · 17:01 · Watch on YouTube

As of . Updated hourly as new videos are read.

BTC near publication: $75,9814-hour candle close · 8 Nov 2026, 12:00 UTC · BTC/USDT

On Bitcoin

Guest James Butterfill · not counted as Lark Davis' view.

Views

  • Next months (next 2–6 months): Sideways: my expectation is I think Bitcoin will continue to range trade between sort of 75 and 85 87,000 for the rest of this year ▶ 09:42

If this, then that

  • If A turnaround to much more dovish monetary policy, then no target given (next months): And if we see a turnaround in that, if we said a much more doubbish monetary policy, that would really be quite supportive for Bitcoin. ▶ 10:19

Levels named

  • 75–87k: Support (Expected trading range while monetary policy expectations stay hawkish): my expectation is I think Bitcoin will continue to range trade between sort of 75 and 85 87,000 for the rest of this year ▶ 09:42

Their own position: Not said.

Dates named

  • Possible December rate hike (Kevin Walsh), undated: We saw Kevin Walsh really sort of say, okay, December rate hikes probably going to happen, but after that it's anyone's guess.
  • Next halving May 2028, whales tend to start buying about six months before, undated: They tend to start buying about six months prior to the next haring, which is May 2028.