According to Nick van Eck, the current theme is TradFi and DeFi convergence, indicating integration between traditional institutions and decentralized protocols rather than one displacing the other, which frames the market narrative traders track for liquidity and sector flows; source: Nick van Eck on X, Oct 4, 2025. The post provides no tickers, timelines, or metrics, so it serves as a high-level thesis signal rather than an actionable trade setup; source: Nick van Eck on X, Oct 4, 2025.