“It’s been a massive shift in the sentiment in America for crypto and blockchain technology.” – 03:20
Kyle Chassé, CEO of MV Global, joins Remy Blaire to discuss the current dynamics of Bitcoin and the cryptocurrency market as they enter the final quarter of 2025. The segment begins with a discussion about Bitcoin’s recent surge above the $119,000 mark, which occurs against a backdrop of uncertainty stemming from a potential U.S. government shutdown and rising expectations for Federal Reserve rate cuts. Remy highlights that October has historically been a strong month for Bitcoin, with the cryptocurrency rising in 10 of the last 12 years, and notes that this seasonal strength often extends into Q4.
Kyle affirms Remy’s observations about the current price action, emphasizing the significance of seasonality in the cryptocurrency market. He explains that the recent price increase follows a typical pattern where Bitcoin often experiences a sell-off in September, only to rebound strongly in October. Kyle notes that the evidence supporting this seasonal trend is compelling, particularly in the context of Bitcoin’s historical performance after halving events.
The conversation shifts to the regulatory landscape in the U.S., especially following a landmark roundtable held by the SEC and CFTC—the first in nearly 15 years. Remy and Kyle discuss how this meeting represents a significant shift in sentiment towards crypto and blockchain technology. Kyle shares his personal journey, recounting how he left the U.S. due to regulatory uncertainty but returned to be part of the movement aimed at making America a leader in the crypto space.
As they look ahead to 2026, Kyle emphasizes the role of institutional investors and Treasury liquidity in shaping Bitcoin’s price action. He discusses the ongoing consolidation among digital asset treasuries (DATs), noting that larger entities are acquiring smaller ones at discounted rates, which could lead to a more stable market structure. Kyle predicts that this consolidation will continue, while also highlighting the global expansion of leading digital asset firms.