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"The institutions themselves have not really allocated into Bitcoin. The ETFs represent retail investment, small family offices." Notes: • 0 out of 30 indicators show bear market • Bitcoin dominance currently at 59% • 65% dominance historically signals cycle top • Jobs data showed 100K+ losses last month •...

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Why Bitcoin Didn’t Go Parabolic & What Comes Next (full episode) Root 🥕 with Walker⚡️ Is Bitcoin in a bear market? When will we hit the bottom? How long until bitcoin hits $1M? Walker sits down with Bitcoin analyst Rational Root for a deep dive into Bitcoin’s current market structure, bear market vibes, and why this cycle has felt so different, and whether the four-year cycle is still intact. Root argues Bitcoin is in a bear market phase, explains why institutional adoption and ETF flows created a more distributed top instead of a classic parabolic blow-off, and lays out why the next few months may look more like bottom formation than immediate breakout. They discuss the role of long-term holder distribution, why 100k became such a major psychological level, how business cycles and halving cycles interact, and why Bitcoin remains massively bullish long term even if price chops lower in the near term. CHAPTERS: 00:00 TRAILER: A Bitcoin Bear Market? 01:54 Current Vibe Check on Bitcoin 11:14 ETF Holdings and Institutional Adoption 17:17 The Diminishing Returns of Bitcoin 22:14 ETFs and Retail Demand 27:30 Bitcoin’s Four-Year Cycles 36:23 Comparing Bitcoin to Prior Cycles 41:37 Diminishing Returns and Gold’s Price Action 50:41 What a Broken Bitcoin Spiral Looks Like 57:54 Measuring Bitcoin in Fiat 1:04:24 DCAing into Bitcoin
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James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755 _Checkmate 🟠🔑⚡☢️🛢️ of _Checkonchain, joins me to break down the current cycle through on-chain data and market psychology. We’ve seen sales from ETFs and some Treasury Companies, but spot demand remains in a shallow bear market. Check examines why short-term holders flipped into high-conviction buyers, 53K realized price might be a floor and the Pareto distribution among Bitcoin treasury companies. Timestamps: 00:56 — Last Day of Bear Feels Worst 03:26 — Time Pain Grinds Out Weak Hands 05:53 — Shallowest Bear Market Ever Seen 08:53 — Spot Buyers Saving Bitcoin From Zero 11:14 — Short-Term Holders Are Now Smart Money 15:28 — July Bear Bottom: 8-Method Average 18:50 — 53K Realized Price Now the Floor 23:00 — Buy Bottom 15% and Just DCA 28:30 — The AI Trade 30:46 — Bitcoin and Gold Share a Rare Moat 35:23 — Will Most Bitcoin Treasuries Fail? 37:37 — MSTR's Sale of Bitcoin 41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule 47:30 — Bitcoin Treasuries Next Cycle 49:05 — High-Yield Trap?
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Why do people always buy the top and sell the bottom? _Checkmate 🟠🔑⚡☢️🛢️ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now
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Natalie Brunell ⚡️

177,966 views • 6 months ago

The 4-year cycle says Bitcoin will bottom in October. Bitcoin priced in gold says it may have already bottomed...back above the 20-week MA, the same move that confirmed the 2018 and 2022 lows. Copper vs gold also bottomed. Russell 2000 at all-time highs. PMI expanding. QT over, and altcoin dominance trending up with the business cycle, the same sequence as last cycle. What if Bitcoin is mid-cycle, not late-cycle, and altcoins are getting ready to exit a 5-year bear market? Prepare for both scenarios. But the business cycle is the engine. Intro 00:00 The beginning 2:10 Bitcoin Gold bottom 3:00 Copper, Russell Business cycle 7:00 Altcoins and PMI 9:30
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The 4-year cycle says Bitcoin will bottom in October. Bitcoin priced in gold says it may have already bottomed...back above the 20-week MA, the same move that confirmed the 2018 and 2022 lows. Copper vs gold also bottomed. Russell 2000 at all-time highs. PMI expanding. QT over, and altcoin dominance trending up with the business cycle, the same sequence as last cycle. What if Bitcoin is mid-cycle, not late-cycle, and altcoins are getting ready to exit a 5-year bear market? Prepare for both scenarios. But the business cycle is the engine. Intro 00:00 The beginning 2:10 Bitcoin Gold bottom 3:00 Copper, Russell Business cycle 7:00 Altcoins and PMI 9:30

Dan Gambardello

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105,488 views • 6 months ago

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49:13

Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the week’s biggest themes. They discuss what’s happening on the ground at Bitcoin Investor Week in NYC, then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategy’s latest earnings call and what it signals going forward. Here’s the latest with Tim Kotzman , Matt Cole , Ben Werkman and Joe Burnett, MSBA 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear Markets 28:30 - Is the Bottom In? 42:10 - Strategy’s Earnings Call

The Hurdle Rate Podcast

23,179 views • 7 months ago

According to this indicator, Bitcoin is currently in the final phase of its bottom formation and the final phase of capitulation. Historically, this setup has marked the transition from the final capitulation phase into the start of the next bull market. In 2019, we dumped into February 14th, exactly like today. Check out my previous thread about the Market Cipher! “ Historically, whenever the blue line has broken through the green vertical line, it marked the end of the bear market for Bitcoin. In the last two bear markets, the final bottom occurred exactly one week later, just before the bull run began. I have also given you three examples comparing 2018/2019 with 2026. Since we had already established the final bottom in 2018 before the bull run began in 2019, we could be facing exactly that kind of situation again. Judging by this indicator, that date falls on August 20th.” bitcoin:native
0:46

According to this indicator, Bitcoin is currently in the final phase of its bottom formation and the final phase of capitulation. Historically, this setup has marked the transition from the final capitulation phase into the start of the next bull market. In 2019, we dumped into February 14th, exactly like today. Check out my previous thread about the Market Cipher! “ Historically, whenever the blue line has broken through the green vertical line, it marked the end of the bear market for Bitcoin. In the last two bear markets, the final bottom occurred exactly one week later, just before the bull run began. I have also given you three examples comparing 2018/2019 with 2026. Since we had already established the final bottom in 2018 before the bull run began in 2019, we could be facing exactly that kind of situation again. Judging by this indicator, that date falls on August 20th.” bitcoin:native

XAPA

72,985 views • 1 month ago

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market
58:45

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market

Michaël van de Poppe

190,693 views • 6 months ago

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom
3:10

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom

J64 - SignalStation.app

115,157 views • 1 year ago

Everything is going according to plan. $BTC is now 252 days into a 400 day Bear Market. In 13 years, this cycle has never broken its structure: Bear Market → 364-400 days Bull Market → 1064 days The pattern played out three times without a single deviation. We are 252 days in right now. 252 → 400 → October 2026 Next stop: - Bear market bottom in October 2026 - New Bull Market after Many will say this time is different. - ETFs. - BlackRock. - Institutions. They said the same thing every cycle. The structure never changed. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:38

Everything is going according to plan. $BTC is now 252 days into a 400 day Bear Market. In 13 years, this cycle has never broken its structure: Bear Market → 364-400 days Bull Market → 1064 days The pattern played out three times without a single deviation. We are 252 days in right now. 252 → 400 → October 2026 Next stop: - Bear market bottom in October 2026 - New Bull Market after Many will say this time is different. - ETFs. - BlackRock. - Institutions. They said the same thing every cycle. The structure never changed. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

35,349 views • 3 months ago

Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle
47:17

Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle

Cointelegraph

85,688 views • 2 months ago

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support
28:48

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Michael Saylor

264,327 views • 3 months ago

LIVE NOW -- Constructing a Portfolio In this episode of The DeFi Report, Michael Nadeau | The DeFi Report and RYAN SΞAN ADAMS - rsa.eth 🦄 lay out Mike’s full portfolio construction framework for a crypto bear market. We walk through how he sizes Bitcoin as the anchor, how core and high-beta assets fit into the cycle, and why price matters more than narratives right now. Mike also shares fair value targets across nearly 30 assets, explains why most investors rush entries too early, and what signals he’s waiting for before going risk-on again. [TIMESTAMPS] 0:00 Intro 1:50 Market Overview & Conditions 4:03 Constructing a Portfolio 7:00 Importance of Bitcoin 10:41 Core Assets Explained 13:26 Long-Term Holds Strategy 14:06 Risk-On Assets Discussion 17:36 Price Targets for Each Sleeve 20:54 Core Asset Candidates 29:13 Long-Term Holds & Watchlist 33:13 Meme Coins and Market Cycles 36:41 Analyzing the Watchlist 40:30 Closing & Disclaimers
40:58

LIVE NOW -- Constructing a Portfolio In this episode of The DeFi Report, Michael Nadeau | The DeFi Report and RYAN SΞAN ADAMS - rsa.eth 🦄 lay out Mike’s full portfolio construction framework for a crypto bear market. We walk through how he sizes Bitcoin as the anchor, how core and high-beta assets fit into the cycle, and why price matters more than narratives right now. Mike also shares fair value targets across nearly 30 assets, explains why most investors rush entries too early, and what signals he’s waiting for before going risk-on again. [TIMESTAMPS] 0:00 Intro 1:50 Market Overview & Conditions 4:03 Constructing a Portfolio 7:00 Importance of Bitcoin 10:41 Core Assets Explained 13:26 Long-Term Holds Strategy 14:06 Risk-On Assets Discussion 17:36 Price Targets for Each Sleeve 20:54 Core Asset Candidates 29:13 Long-Term Holds & Watchlist 33:13 Meme Coins and Market Cycles 36:41 Analyzing the Watchlist 40:30 Closing & Disclaimers

The DeFi Report

14,851 views • 8 months ago

How to remain profitable in both bear and bull markets? Here's what Ansem has to say "The way you last long-term in bull markets and bear markets, I'll say two things." "Portfolio allocation: You don't want to be 100% in the riskiest altcoins all the time. You want to have like 70% of your portfolio in safer things." "The safer assets for me is Solana $SOL, Coinbase stock $COIN, Bitcoin $BTC...... I'm confident those long-term are going to do well." "With the other 30%, that's my degen part. Perps, on-chain stuff, microcaps, memes... when you hit on one of those big plays, you roll that back into your safer portfolio." "Market timing: You need high time-frame indicators or signals for when you want to get out of the market and when you want to get in." "If you want to read a book on TA, a good book is Technical Analysis of Financial Markets by John Murphy. That’ll give you your base layer."
1:58

How to remain profitable in both bear and bull markets? Here's what Ansem has to say "The way you last long-term in bull markets and bear markets, I'll say two things." "Portfolio allocation: You don't want to be 100% in the riskiest altcoins all the time. You want to have like 70% of your portfolio in safer things." "The safer assets for me is Solana $SOL, Coinbase stock $COIN, Bitcoin $BTC...... I'm confident those long-term are going to do well." "With the other 30%, that's my degen part. Perps, on-chain stuff, microcaps, memes... when you hit on one of those big plays, you roll that back into your safer portfolio." "Market timing: You need high time-frame indicators or signals for when you want to get out of the market and when you want to get in." "If you want to read a book on TA, a good book is Technical Analysis of Financial Markets by John Murphy. That’ll give you your base layer."

Fibonacci 🥷

28,690 views • 3 months ago

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor
58:39

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor

Anthony Pompliano 🌪

356,552 views • 11 months ago

Bitcoin is getting ready to trigger a Golden Cross. 8 out of the last 9 times this happened, Bitcoin went into bull mode. Even if this triggers a massive bull, bull market does NOT mean up only. Bitcoin could trigger this incredibly bullish signal, run higher, and then still dump 20-30% into a higher low. Both can be true. And when you zoom out, this setup gets even more interesting. Post-QT normalization is coming to an end. The business cycle is shifting toward expansion. And this signal is showing up at a point that looks far more like the BEGINNING of a cycle than the end. That’s what has my attention. Especially with altcoins still basically sitting where they were years ago. I’m bullish. I’m positioned. But I’m also prepared for volatility. Because if this really is the beginning of the next crypto bull market… The dips are going to be part of it. Intro 00:00 The bull indicator 00:40 Why this is a big deal 1:50 Careful 3:00 Higher low dip to begin a bull 4:15 Golden cross economic boom 6:45 Altcoins 10:30
13:02

Bitcoin is getting ready to trigger a Golden Cross. 8 out of the last 9 times this happened, Bitcoin went into bull mode. Even if this triggers a massive bull, bull market does NOT mean up only. Bitcoin could trigger this incredibly bullish signal, run higher, and then still dump 20-30% into a higher low. Both can be true. And when you zoom out, this setup gets even more interesting. Post-QT normalization is coming to an end. The business cycle is shifting toward expansion. And this signal is showing up at a point that looks far more like the BEGINNING of a cycle than the end. That’s what has my attention. Especially with altcoins still basically sitting where they were years ago. I’m bullish. I’m positioned. But I’m also prepared for volatility. Because if this really is the beginning of the next crypto bull market… The dips are going to be part of it. Intro 00:00 The bull indicator 00:40 Why this is a big deal 1:50 Careful 3:00 Higher low dip to begin a bull 4:15 Golden cross economic boom 6:45 Altcoins 10:30

Dan Gambardello

30,991 views • 1 month ago

🔥 INSIGHT: Grayscale’s (Grayscale) Head of Research Zach Pandl (Zach Pandl) answers the tough questions: What’s his take on the Metaplanet controversy? How could the US midterms impact Bitcoin’s price? And what scenario could send Hyperliquid to zero? Find out all the alpha in this week’s episode of Trade Secrets with Ciaran Lyons. #TRADESECRETS 00:00 - Intro 01:00 - Are We at the Start of a Bull Market? 05:15 - Is the Four-Year Cycle Still Relevant? 10:30 - Will the US Midterms Impact Bitcoin’s Price? 11:55 - Which Crypto Assets Is Grayscale Most Bullish On? 13:20 - Does Zcash Have More Upside Potential? 16:44 - Are Institutions True Believers in Crypto? 19:45 - Can Bitcoin Replace Fiat Currency? 23:30 - Is Hyperliquid a Good Long-Term Investment? 25:00 - What Could Send Hyperliquid to Zero? 28:05 - Which Crypto Would You Hold for the Next Five Years? 29:30 - What’s Your View on the Metaplanet Situation? 30:30 - Will Bitcoin Hit $1 Million by 2030?
31:35

🔥 INSIGHT: Grayscale’s (Grayscale) Head of Research Zach Pandl (Zach Pandl) answers the tough questions: What’s his take on the Metaplanet controversy? How could the US midterms impact Bitcoin’s price? And what scenario could send Hyperliquid to zero? Find out all the alpha in this week’s episode of Trade Secrets with Ciaran Lyons. #TRADESECRETS 00:00 - Intro 01:00 - Are We at the Start of a Bull Market? 05:15 - Is the Four-Year Cycle Still Relevant? 10:30 - Will the US Midterms Impact Bitcoin’s Price? 11:55 - Which Crypto Assets Is Grayscale Most Bullish On? 13:20 - Does Zcash Have More Upside Potential? 16:44 - Are Institutions True Believers in Crypto? 19:45 - Can Bitcoin Replace Fiat Currency? 23:30 - Is Hyperliquid a Good Long-Term Investment? 25:00 - What Could Send Hyperliquid to Zero? 28:05 - Which Crypto Would You Hold for the Next Five Years? 29:30 - What’s Your View on the Metaplanet Situation? 30:30 - Will Bitcoin Hit $1 Million by 2030?

Cointelegraph

61,766 views • 19 days ago

We are nearing a major market top for the #SP500 and the rest of the market. And almost nobody sees it. Nobody believes it. That’s not an accident. Complacency has been engineered. Conditioning has done its job. I am expecting a 10% correction by end of Q1 for the #SP500 and #Nasdaq. I turned bearish on #Bitcoin near $110,000 and since then it has sold off 30%. Posts are there. The market will play catch up to #Bitcoin. Yields will continue to hurt equities. The VIX will continue to hurt equities. All of my signals remain primarily bearish on the weekly timeframe. Bulls have been trained to buy every dip. Bears have been trained to reposition on every dip. Some bears have even been pushed into flipping bullish at the worst possible point in the cycle. That’s how tops form. I’m staying objective. I’m trading signals over narratives. The larger thesis remains fully intact. Until that plays out, I’ll continue trading the short term probabilities while most people argue opinions. That’s the difference. — TJ #SP500 #SPY #QQQ #TSLA #PLTR #NVDA #MU #AAPL #Bitcoin #Crypto #StockMarket #MoveTo600
10:45

We are nearing a major market top for the #SP500 and the rest of the market. And almost nobody sees it. Nobody believes it. That’s not an accident. Complacency has been engineered. Conditioning has done its job. I am expecting a 10% correction by end of Q1 for the #SP500 and #Nasdaq. I turned bearish on #Bitcoin near $110,000 and since then it has sold off 30%. Posts are there. The market will play catch up to #Bitcoin. Yields will continue to hurt equities. The VIX will continue to hurt equities. All of my signals remain primarily bearish on the weekly timeframe. Bulls have been trained to buy every dip. Bears have been trained to reposition on every dip. Some bears have even been pushed into flipping bullish at the worst possible point in the cycle. That’s how tops form. I’m staying objective. I’m trading signals over narratives. The larger thesis remains fully intact. Until that plays out, I’ll continue trading the short term probabilities while most people argue opinions. That’s the difference. — TJ #SP500 #SPY #QQQ #TSLA #PLTR #NVDA #MU #AAPL #Bitcoin #Crypto #StockMarket #MoveTo600

TraderJonesy

40,457 views • 8 months ago