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Marty sits down with Alex Leishman, CEO and CTO of River, to discuss Bitcoin adoption trends in the current bear market, the Lightning Network's growing momentum, institutional vs. individual ownership shifts, AI's impact on productivity and hiring, quantum computing risks to Bitcoin, and River's vision for the future of Bitcoin banking. Alex on X: https://x.com/Leishman River report: https://x.com/SDWouters/status/2024507942708351443 STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/4pOv2L4 Promo Code: TFTC99 Unchained https://unchained.com/tftc/ SLNT https://slnt.com/tftc Lygos: https://bit.ly/4koiJmB Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/
From a back-corner “unofficial” interview at Bitcoin Investor Week, Jordi Visser explains why AI is the real macro driver and why markets can grow even without hiring as profit margins expand. He breaks down the shocking new correlation: Bitcoin tracking software ETFs, driven by liquidity, multiple compression, and the collapse of VC funding as AI becomes the “new shiny toy.” The conversation goes deeper into AI agents transacting, the coming shift in consumer payments, and why NFTs return as proof-of-authenticity in a world where AI makes fakes effortless.
Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twitter harassment, X402 payment standards for AI agents, Polymarket's controversial 5-minute Bitcoin betting markets, and the brewing federal vs state regulation battle over prediction markets. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode kicks off with major news: Dragonfly just closed their $650 million Fund IV, making them one of the largest crypto VCs not through growth, but because others have downsized. The timing feels surreal — they keep raising right when markets dump, creating the biggest gap between institutional optimism and retail sentiment Haseeb has ever seen. But money flowing in contrasts sharply with talent flowing out. Kyle Samani left Multicoin, Arianna Simpson departed A16z Crypto, and several other crypto veterans are moving on. The crew unpacks what this "great resignation" means for an industry that feels like it's shifted from pioneer phase to settler phase. Then they dive into the OpenClaw saga — the viral AI coding assistant that got acquired by OpenAI, but not before its creator almost deleted it due to harassment from crypto Twitter demanding he launch a token. This leads to a deep discussion on X402 payment standards and why AI agents might prefer crypto over credit cards. Finally, they debate Polymarket's controversial 5-minute Bitcoin betting markets and the brewing legal battle between federal and state regulation of prediction markets. Let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Matt Hougan, CIO of Bitwise, breaks down why we're still in a crypto winter, the truth about central bank gold buying, and why Bitcoin's revenue problem doesn't matter… yet. We dive into the Kevin Warsh Fed era, quantum risks, and the rise of AI agents. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt Hougan, CIO of Bitwise, joins us to talk about the current state of the crypto winter and when the bottom is finally in. We explore the digital gold narrative, explaining why central bank buying—not debasement—drove gold's recent surge. Matt details the institutional vs. retail divide, the impact of Fed Chair Kevin Warsh, and the looming debate over Bitcoin's security budget. Plus, we tackle the quantum discount and how AI agents could 1000x on-chain activity. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Altcoins like Sui and Aptos fell 70%+ in 2025. * Institutions might end the winter by Q2 2026. * BTC volatility capped at 50-60% drawdowns. * Gold price surge driven by central bank buys. Timestamps: 00:00 Start 03:22 Is it still "crypto winter"? 04:34 Why January? 06:36 Market segments 08:31 Gold 10:54 Central banks & Bitcoin 12:56 Causes of the crash 14:52 Kevin Warsh 16:58 Fed hawks become doves 17:34 Quantum... oh so scary! 19:59 Bitcoin Core 21:44 Revenue 24:37 Beyond "digital gold" narrative 26:44 AI
Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy's role in controlling inflation, the divergence between gold and bitcoin, and what it all means for long-term investors.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================0:00 - Intro0:23 - Inflation vs deflation: what macro regime are we in?2:28 – Money printing, productivity, & hidden deflation5:17 – Gold vs Bitcoin: why gold is outperforming7:59 – Why retail hasn't bought bitcoin this cycle12:05 – Bitcoin vs stablecoins and capital flows14:34 – AI, jobs, & deflationary pressure17:12 – Will deflation force more money printing?19:08 – High growth without inflation: is it possible?
An extra piece for you this week. I had planned to follow up on Dr John's timely piece on oil and gas today, but it will have to wait.We need to talk about bitcoin.Since peaking at $126,000 in early October, the bitcoin price has been in freefall, and the declines have accelerated this year. Earlier in the week, it touched $60,000 - declines of over 50% from peak to trough. Today it sits at $67,000.Call it what it is. It's a bear market.Here's a 2-year chart so you can see the price action. All the gains of 2025 have been given back and we are back at 2024 levels.Bitcoin has become a software proxyMy first observation is that bitcoin's decline since October has coincided exactly with a brutal selloff in software stocks, even as hard assets - gold, silver, and other metals - have caught one heck of a bid.Just a few years ago, hard assets had no value, it seemed. Forget land, mining, the real economy. It was all about digital, software, IP, trademarks. How things have changed.This chart appeared in a WhatsApp group and I don't know who made it to give credit, but the story is clear: Bitcoin has become a software proxy and vice versa.The correlation is striking. As concerns around AI have hammered software more generally, bitcoin has followed. Hardware plays within tech have held up Maybe they're next to be hit. That remains to be seen.When the mainstream media calls the bottom - the next wave of bitcoin obituariesThe Financial Times, wrong about bitcoin since 2009, came out with its latest stupidity this week claiming that bitcoin is $69,000 overvalued. Yesterday the Daily Mail joined the Retard Gang in telling us bitcoin will go to zero.Remember: just as media frenzy often indicates the peak of a market, so does a media scrum at the bottom. All we need is a high-profile article from the Economist and the lows will be in.I get that some people don't like bitcoin, and bitcoiners can be obnoxiously vocal when the price is rising, but nocoiners can be just as bad. The amount of people trolling me about bitcoin - cc-ing me into tweets telling me how badly it's doing, slagging off Michael Saylor, sharing “going to zero” articles - has risen sharply.The more evolved and widespread these narratives, the more people repeating them, the closer we are to an end.On which note, here is a longer-term weekly chart of bitcoin. That weekly RSI is close to all-time lows. Doesn't mean this is the end. But you get these kinds of sentiment extremes at the end of cycles, not at the beginning. Join this elite readership.Where we go from hereThis is a bear market. Crypto winter is upon us once again. The trend is down.But the trend will end. It always does.Looking at the above charts, there's a lot of price memory in the $50-70,000 range. Bitcoin spent much of 2021 and 2024 here. I expect $50,000 - or just below - to hold. I give that a more than 50% probability.But it's bitcoin. So anything is possible. A typical bitcoin monster correction would see us go all the way back to the 2022 lows at ~$15,000. I don't see that as likely - especially as the preceding bull market wasn't that mammoth - maybe 10% probability.It's also possible the lows are already in, but my gut tells me this bear market has a bit longer to play out. It's not a short sharp correction like we saw in the spring of last year around the Tariff Tantrum ™, but more of a grinder. Corrections happen in price and time, and I feel this one has a few more twists to it, especially as markets generally are not quite as easy as they were a couple of months ago.My outlook at the beginning of this year was that the S&P 500 would follow the typical trajectory of the second year of a US presidency - and that points to a rocky second and third quarter with a strong final quarter. That has implications for liquidity and sentiment more generally. Bitcoin is the same technological genius creation it always was. It hasn't changed. Only perception has changed, as it always does.It has been repeatedly demonstrated that bitcoin is a volatile asset that goes to the extremities of both pessimism and optimism, that it is cyclical and that it crucifies hubris. Those cheering the bear market clearly haven't learned.Instead of celebrating, I urge the skeptical to take advantage of this bear market and use it to learn.On which note, if you're new to bitcoin, my 2014 book Bitcoin: the Future of Money? is a good place to start.Bitcoin isn't dead. It's just going through a bear market. They happen.What's the story that takes bitcoin higher, then?Remember: narrative follows price.When the price starts rising, all sorts of reasons will get attached and the story will form. Just as now with the price falling, all sorts of bearish narratives have emerged. Quantum Computing is going to end it. Jeffrey Epstein hijacked it. The core devs have fallen out. Strategy (NASDAQ.MSTR) is going bust. Whatever.It doesn't matter what the story is. That will come. Price leads.Quantum BSWhen you go to a bitcoin conference, one thing that's notable is just how intelligent, educated, informed and ambitious the participants are. There is not the proliferation of midwits that you might find on, for example, the FT payroll. The bitcoin community is super bright.Do you think those involved haven't thought about and prepared for Quantum computing and the threats it may or may not present? Of course they have.Is bitcoin more likely to be ready to deal with the quantum computing threat than say SWIFT, the BBC, the NHS, or some bank? And which is likely to cope with it better - a sector crammed full of genius computer scientists with their own capital at stake, or some institution run by a government?If you actually had a computer capable of taking down bitcoin, there are much easier, more satisfying things to take out, such as the House of Commons email server.Way more important than the actual threat of quantum computing is the perception of what that threat is, even if that perception is bogus. But, as I say, perceptions change, just as bull and bear market cycles do, and so will this narrative die except among the most ardent nocoiners.Of course I would rather bitcoin was at $150,000. But I am not worried. I won't like it if bitcoin goes to $50,000. I'll like it even less if it goes to $15,000. But we have been here before, and we'll likely be here again.We know how this story ends.A prediction for the recordHere it is: It may have to go lower first, but bitcoin will outperform precious metals over the next 18 months, and probably over the next 12.Let's mark the price: gold is $5,000. Silver is $78. Bitcoin is $67,000.By the way, I advocate owning both: gold and bitcoin. So at this point I should really plug Charlie Morris's BOLD, an ETF you can buy through your broker which owns both gold and bitcoin. Until next time,DominicBitcoin: the Future of Money? by Dominic Frisby is available at all good bookstores. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
An extra piece for you this week. I had planned to follow up on Dr John's timely piece on oil and gas today, but it will have to wait.We need to talk about bitcoin.Since peaking at $126,000 in early October, the bitcoin price has been in freefall, and the declines have accelerated this year. Earlier in the week, it touched $60,000 - declines of over 50% from peak to trough. Today it sits at $67,000.Call it what it is. It's a bear market.Here's a 2-year chart so you can see the price action. All the gains of 2025 have been given back and we are back at 2024 levels.Bitcoin has become a software proxyMy first observation is that bitcoin's decline since October has coincided exactly with a brutal selloff in software stocks, even as hard assets - gold, silver, and other metals - have caught one heck of a bid.Just a few years ago, hard assets had no value, it seemed. Forget land, mining, the real economy. It was all about digital, software, IP, trademarks. How things have changed.This chart appeared in a WhatsApp group and I don't know who made it to give credit, but the story is clear: Bitcoin has become a software proxy and vice versa.The correlation is striking. As concerns around AI have hammered software more generally, bitcoin has followed. Hardware plays within tech have held up Maybe they're next to be hit. That remains to be seen.When the mainstream media calls the bottom - the next wave of bitcoin obituariesThe Financial Times, wrong about bitcoin since 2009, came out with its latest stupidity this week claiming that bitcoin is $69,000 overvalued. Yesterday the Daily Mail joined the Retard Gang in telling us bitcoin will go to zero.Remember: just as media frenzy often indicates the peak of a market, so does a media scrum at the bottom. All we need is a high-profile article from the Economist and the lows will be in.I get that some people don't like bitcoin, and bitcoiners can be obnoxiously vocal when the price is rising, but nocoiners can be just as bad. The amount of people trolling me about bitcoin - cc-ing me into tweets telling me how badly it's doing, slagging off Michael Saylor, sharing “going to zero” articles - has risen sharply.The more evolved and widespread these narratives, the more people repeating them, the closer we are to an end.On which note, here is a longer-term weekly chart of bitcoin. That weekly RSI is close to all-time lows. Doesn't mean this is the end. But you get these kinds of sentiment extremes at the end of cycles, not at the beginning. Join this elite readership.Where we go from hereThis is a bear market. Crypto winter is upon us once again. The trend is down.But the trend will end. It always does.Looking at the above charts, there's a lot of price memory in the $50-70,000 range. Bitcoin spent much of 2021 and 2024 here. I expect $50,000 - or just below - to hold. I give that a more than 50% probability.But it's bitcoin. So anything is possible. A typical bitcoin monster correction would see us go all the way back to the 2022 lows at ~$15,000. I don't see that as likely - especially as the preceding bull market wasn't that mammoth - maybe 10% probability.It's also possible the lows are already in, but my gut tells me this bear market has a bit longer to play out. It's not a short sharp correction like we saw in the spring of last year around the Tariff Tantrum ™, but more of a grinder. Corrections happen in price and time, and I feel this one has a few more twists to it, especially as markets generally are not quite as easy as they were a couple of months ago.My outlook at the beginning of this year was that the S&P 500 would follow the typical trajectory of the second year of a US presidency - and that points to a rocky second and third quarter with a strong final quarter. That has implications for liquidity and sentiment more generally. Bitcoin is the same technological genius creation it always was. It hasn't changed. Only perception has changed, as it always does.It has been repeatedly demonstrated that bitcoin is a volatile asset that goes to the extremities of both pessimism and optimism, that it is cyclical and that it crucifies hubris. Those cheering the bear market clearly haven't learned.Instead of celebrating, I urge the skeptical to take advantage of this bear market and use it to learn.On which note, if you're new to bitcoin, my 2014 book Bitcoin: the Future of Money? is a good place to start.Bitcoin isn't dead. It's just going through a bear market. They happen.What's the story that takes bitcoin higher, then?Remember: narrative follows price.When the price starts rising, all sorts of reasons will get attached and the story will form. Just as now with the price falling, all sorts of bearish narratives have emerged. Quantum Computing is going to end it. Jeffrey Epstein hijacked it. The core devs have fallen out. Strategy (NASDAQ.MSTR) is going bust. Whatever.It doesn't matter what the story is. That will come. Price leads.Quantum BSWhen you go to a bitcoin conference, one thing that's notable is just how intelligent, educated, informed and ambitious the participants are. There is not the proliferation of midwits that you might find on, for example, the FT payroll. The bitcoin community is super bright.Do you think those involved haven't thought about and prepared for Quantum computing and the threats it may or may not present? Of course they have.Is bitcoin more likely to be ready to deal with the quantum computing threat than say SWIFT, the BBC, the NHS, or some bank? And which is likely to cope with it better - a sector crammed full of genius computer scientists with their own capital at stake, or some institution run by a government?If you actually had a computer capable of taking down bitcoin, there are much easier, more satisfying things to take out, such as the House of Commons email server.Way more important than the actual threat of quantum computing is the perception of what that threat is, even if that perception is bogus. But, as I say, perceptions change, just as bull and bear market cycles do, and so will this narrative die except among the most ardent nocoiners.Of course I would rather bitcoin was at $150,000. But I am not worried. I won't like it if bitcoin goes to $50,000. I'll like it even less if it goes to $15,000. But we have been here before, and we'll likely be here again.We know how this story ends.A prediction for the recordHere it is: It may have to go lower first, but bitcoin will outperform precious metals over the next 18 months, and probably over the next 12.Let's mark the price: gold is $5,000. Silver is $78. Bitcoin is $67,000.By the way, I advocate owning both: gold and bitcoin. So at this point I should really plug Charlie Morris's BOLD, an ETF you can buy through your broker which owns both gold and bitcoin. Until next time,DominicBitcoin: the Future of Money? by Dominic Frisby is available at all good bookstores. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
Oui, trois semaines, une éternité dans ce marché qui a la mémoire d'un poisson rouge sous stéroïdes ! Aujourd'hui, je décortique l'absurdité ambiante : Le naufrage des Géants : Apple massacré à la tronçonneuse (-5%), Amazon et Microsoft en Bear Market... Le vernis des "Magnificent Seven" craque enfin.
SkyBridge Capital Founder Anthony Scaramucci joins Jennifer Sanasie and Will Foxley to diagnose the current bear market and the "Trump coin" liquidity drain. Scaramucci reveals why 60-year-old money managers are currently choosing gold over Bitcoin, compares the banking lobby to the dying taxi industry, and explains why he's doubling down on his $150,000 year-end price target despite the current fear index hitting a record low. - This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.
SkyBridge Capital Founder Anthony Scaramucci joins Jennifer Sanasie and Will Foxley to diagnose the current bear market and the "Trump coin" liquidity drain. Scaramucci reveals why 60-year-old money managers are currently choosing gold over Bitcoin, compares the banking lobby to the dying taxi industry, and explains why he's doubling down on his $150,000 year-end price target despite the current fear index hitting a record low. - This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.
Nick Valdez looks at the previous bear markets and throws in the Sharpe Ratio to determine average bear market lengths. Is this a year of pain or can we expect relief a lot sooner?
Derek Moore is joined by Mike Snyder and Shane Skinner this week to chat about the meltdown in bitcoin and Strategy (MicroStrategy $MSTR). Why would investors choose MSTR over just Bitcoin? The enterprise value vs market value of its Bitcoin holdings. Later, The Mag 7 aren't all acting alike as Apple is surging while Microsoft is in a bear market. Later, is volatility too high given we are so close to the previous all-time high in the S&P 500 Index? Bitcoin vs Strategy Bitcoin melts down Strategy $MSTR enterprise value vs the value of its Bitcoin holdings Apple vs Microsoft Why would an investor who likes Bitcoin buy $MSTR vs owning $IBIT? VIX hits 23 but was that an overreaction given we are so close to ATH? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Whether it's a sudden wild move downward, or a full on bear cycle, even real Contrarians make the same mistakes rank amateurs do. It's time to remind ourselves what we're really doing here, by going over three of the most classic mistakes we still fall for. Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/ For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/ Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/ Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841 The Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow Follow VP on Twitter https://twitter.com/This_Is_VP4X Check out my Forex trading material too! https://nononsenseforex.com/ The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice. Do your own research and understand all financial decisions and the results therein are yours and yours alone. The host is not responsible for the actions of their sponsors and/or affiliates. Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk. Losses can exceed deposits. We are not taking requests for episode topics at this time. Thank you for understanding.
This week, Mippo, Myles, and Xavier sat down to discuss crypto's massive selloff, divergence from equities, and the impact of large liquidations. They compare prior cycles, debate product-market fit versus token-led speculation, and discuss shifting focus toward stablecoins, prediction markets, RWAs, AI and crypto, and tougher VC funding standards. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It's the link between the promise of blockchain and the power of global finance, making finance flow as it should. Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (03:57) Crypto's Divergence (19:31) The Bear Market (25:05) Canton Ad (25:44) Comparing Cycles (39:22) Canton Ad (39:59) Market Consolidation (45:31) Closing Comments —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
Crypto News: Bitcoin had a major crash today going below $60K as the crypto bear market ramps up. Brought to you by
Nick Valdez checks some very encouraging sign on when the Bitcoin bear market may be coming to an end! After looking at the reverse-indicators, you might start feeling like the end is near. It is starting to appear that Bitcoin will reward those with patience!
Alex Thorn, Head of Firmwide Research at Galaxy, speaks with Beimnet Abebe of Galaxy Trading, who previously warned that bitcoin was entering a bear phase. Abebe, a market strategist focused on macro and crypto structure, reiterates his view that bitcoin is likely to test its 200-week moving average near $60,000 amid deteriorating liquidity and weakening risk appetite. The discussion situates crypto within broader market stress. Abebe argues that equity momentum has stalled, software valuations are vulnerable to AI disruption, and marginal buyers are retreating. He points to cracks in the labor market, softer consumer sentiment, and rising odds of Fed cuts driven by employment weakness rather than renewed stimulus. Thorn challenges whether bitcoin's failure to track gold undermines the “digital gold” thesis, while Abebe maintains that reflexivity and improved risk-reward at lower levels could reset positioning. What's Happening Abebe frames the recent bitcoin drawdown as a structural breakdown, not a transient dip. Liquidity has thinned, sentiment has turned, and equities—particularly software and AI-exposed names—are repricing. He highlights slowing retail flows, de-dollarization pressures, and labor data signaling softness. The pair debate whether AI threatens software moats and how that repricing feeds into broader risk assets, including crypto. Why It Matters If equities correct further and labor weakens, the Fed's dual mandate could tilt toward easing, altering fixed income and risk allocations. For bitcoin, a move toward the 200-week average would historically mark a value zone with asymmetric upside. The conversation underscores how tightly crypto remains linked to macro liquidity and equity sentiment. Key Takeaways • Bitcoin's market structure has weakened, increasing odds of a test near $60,000. • Equity repricing, especially in software, reflects AI-driven moat erosion concerns. • Labor softness may push the Fed toward cuts despite inflation above target. • Lower bitcoin levels could offer asymmetric risk-reward for long-term allocators. Participants, along with Galaxy, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy's service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy's public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including in its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed with the SEC on November 10, 2025, available at www.sec.gov. This episode was recorded on Wednesday, February 4, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at www.galaxy.com/disclaimer-galaxy-brains-podcast/
#bitcoin (05-02-2026)All the signs say we are in a Bitcoin bear market, but I would advise caution as we know that when we think Bitcoin is gonna do one thing, it shocks the hell out of us and does the opposite!MY VIEWS ARE MY OWN AND I MAKE NO PREDICTIONS OR GIVE ANY FINANCIAL ADVICE, SO DO YOUR OWN RESEARCH BEFORE INVESTING ANYTHING... & ONLY INVEST WHAT YOU COULD AFFORD TO LOSE!Subscribe to my ‘UK Bitcoiner' Backup Channel:https://www.youtube.com/channel/UC3p4A_VqohTmbm44z4lgokgSubscribe to my Rumble Channel:https://rumble.com/user/UKBitcoinMaster1Get 5,000 sats when you subscribe to Orange Pill App:https://signup.theorangepillapp.com/opa/UKBitcoinMasterUK Bitcoin Master Social Media Links:https://linktr.ee/ukbitcoinmasterNostr Public key:npub13kgncg54ccmnmvtljvergdvrd7m06zm32j2ayg542kaqayejrv7qg9wp2sUKBitcoinMaster video library:http://www.UKBitcoinMaster.comUKBitcoinMaster Interviews: http://www.BitcoinInterviews.comSHOW SPONSOR:By The Book Accountancy:Website: www.bythebookaccountancy.co.ukWebsite: www.cryptotaxhelp.co.ukMondays Live Show: https://youtu.be/9SzI3Hodfbk
Broke Boi Crypto (@BrokeBoiCrypto) and Crypto Ewok (@CryptoEwok) discuss the latest in Crypto, DeFi, Bitcoin and macro economics.Follow the show on Twitter: @CreedOfCrypto
Earnings and Big Tech remain in focus, with Alphabet beating Wall Street's expectations but causing some investors to take flight in the wake of projected capex spending. The rotation out of tech stocks continued on Wednesday - the Nasdaq Composite dropped 1.5%. China's Hong Kong-listed technology stocks slid overnight with the Hang Seng Tech Index now 20% below its October peak. The threat of VAT increases being imposed on internet platforms exacerbated the move. The ECB and the Bank of England are both expected to keep rates on hold today. With investors hypnotised by swings in gold and silver prices this year, it's easy to lose sight of oil and natural gas markets. In light of the current geopolitical tensions impacting these markets, Norbert Rücker, Head of Economics and Next Generation Research joins the podcast to put things in perspective.(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content (00:38) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (05:58) - Oil and Gas: Norbert Rücker, Head of Macro & Next Generation Research (12:01) - Closing remarks: Roman Canziani, Head of Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
If 90% of sustainability professionals believe their department won't exist in five years, where does that leave your career?In this episode of the State of Sustainability, host Saif Hameed tackles the "sustainability bear market". With roles increasingly absorbed into procurement and finance, professionals must go beyond resilience to become "anti-fragile" - a concept from Nassim Nicholas Taleb, describing systems that improve under pressure. To thrive in 2026, sustainability professionals should be attaining hard, transferable skills in data insights and crisis management.This episode includes strategic breakdown of where sustainability professionals can open up opportunities and make a difference:• Corporates: Prioritise high-margin sectors like pharmaceuticals and personal care, where brand equity and free cash flow drive long-term commitment.• Vendors: Exercise caution with consultancies and software firms, as the sector faces consolidation and AI-driven self-service is reducing demand for traditional advisory gigs.• Non-profits: Despite recent criticism, these unsung heroes are stabilising and offer vital roles for honest brokers, capable of bridging government and corporate gaps.The State of Sustainability Podcast is where we unpack the topics and trends of corporate sustainability, hosted by Saif Hameed, Founder and CEO of Altruistiq.Ready to transform your sustainability reporting? Start your journey at Altruistiq.comThis podcast is produced by The Podcast Coach.
In this solo episode, Anthony Pompliano explores a key question facing investors today: Is Bitcoin in a bear market? He breaks down the recent drawdown, explains why this cycle looks different, and discusses how Wall Street adoption, shifting inflation expectations, and global risk dynamics are reshaping Bitcoin's price action.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================0:00 - Is bitcoin in a bear market?7:28 - Why is this bear market different? 17:29 - Conclusion: where does bitcoin go from here?20:41 - CFO Silvia
Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices can eventually create a bear market. He's “oversold” right now and believes we are 2-3 years into an “8-year” bear market for the dollar. The amount of capital leaving the U.S. is making the White House nervous, he believes. Larry argues that inflation will return in 2026.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
In this episode of The Milk Road Show, CryptoQuant analyst Julio Moreno returns to the show to break down why nearly every major Bitcoin indicator has flipped bearish since November, long before price fully rolled over. From ETF outflows, to the Coinbase premium turning negative, to stablecoin liquidity drying up, the data is painting a very clear picture: the structural drivers of a bull market are gone.~~~~~
Bitcoin melts down after neutral fed rates decision - does this mean we officially entered the bear market?► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 20%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.
Nick Valdez looks at the 100-week moving average and notices something about the LAST BEAR MARKET! Will history repeat or will Blackrock save the day with their NEW Bitcoin ETF?
On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more! This episode is sponsored by PIMCO. Learn more about PIMCO's Advisor Forum at https://www.pimco.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, we analyze the latest Bitcoin bear market signal that has the entire crypto space on edge. With BTC price slipping below key support levels ($90,000) and technical indicators like the 200-day EMA flashing red, we dive into the data to see if a 40% slump is truly on the horizon.
In this episode Brian and Jeff discuss bear market strategies that can help if things go wrong and common financial mistakes people make that prevent prevent them from enjoying retirement.
Ben Cowen breaks down why the current Bitcoin market feels fundamentally different from previous cycles, highlighting that the recent peak resembled the 2019 style top characterized by apathy rather than euphoria. Ben remains cautiously optimistic, emphasizing the importance of diversification, patience, and data-driven analysis to navigate this misunderstood phase of the crypto cycle.
The stock market can feel like a rollercoaster—especially when the drops are steep. Declines of 20% or more are known as bear markets, and while they can be frightening, they're also a normal part of investing.In this episode, I explain why bear markets shouldn't be feared, how often they really occur, and—most importantly—what actions investors should (and shouldn't) take when they happen. Drawing on history, personal experience, and real-world examples, we'll explore how emotional decisions can derail long-term success and how proper planning can help you stay on track.You'll also hear a powerful story from my own past investment mistakes during the 2007–2009 financial crisis, and why staying invested matters more than trying to time the market.In the Tips, Tricks, and Strategies segment, I'll share a practical bear market investment strategy designed to help you make good things happen—even when markets feel overwhelming.In this episode, you'll learn:What defines a bear market and how often they occurWhy bear markets are a normal (and necessary) part of investingThe biggest mistake investors make during market downturnsHow time horizon impacts bear market strategyWhy planning before a downturn is criticalA simple framework to approach bear markets with confidenceBear markets may be scary—but with the right plan, they can also be opportunities.Thank you for listening. Now, on with the show.
The Dow is hovering near 50,000. AI stocks are dominating the market. And investors are feeling both confident and anxious at the same time. It's the first Friends Talk Money episode of 2026, and we're joined by expert market strategist Jim Stack, founder of InvestTech Research, to unpack what's really happening beneath the surface of today's stock market and what it means for investors nearing or in retirement. Jim explains why extreme market valuations don't cause bear markets, but dramatically increase the risk. He also breaks down why indexing may no longer feel as diversified as investors think, how the "K-shaped economy" is being driven by paper wealth, and why capital preservation matters more than chasing upside late in a bull market. In this episode, we cover: Why today's market feels eerily similar to past bubbles The real danger of AI stock mania (and what history tells us) How a 50% loss can delay retirement by years Jim Stack's "Ulcer Index" and the true cost of bear markets Why Warren Buffett is sitting on hundreds of billions in cash Defensive portfolio strategies for investors 50+ Index fund concentration risk most investors overlook Housing, interest rates, and what retirees should consider next Jim has successfully helped investors navigate market downturns for over 40 years, including the 1987 crash, the dot-com bust, and the 2008 financial crisis. His message is clear: this isn't about market timing, it's about risk management.
Michael Saylor went on What Bitcoin Did and absolutely SLAMS bitcoin treasury criticism!!► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 20%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.
Steven McClurg says the four-year cycle for Bitcoin is "still very much intact," pointing to energy as the main culprit to crypto's down action in the final quarter of 2025. He says energy prices caused crypto miners to sell Bitcoin sooner than expected. Heading into 2026, Steven expects crypto to move deeper into a bear market and makes the case for Bitcoin falling 60% below October's all-time high. He offers investing advice for navigating the expected downtrend in cryptocurrencies. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
2025 was one of bitcoins most bullish years in terms of news but price not so much - what can we expect for 2026?► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 20%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.
Deezy looks at the historical correlation between silver and Bitcoin. What happens after silver peaks. Is there a delay for a BTC pump or is this something that will happen IMMINENTLY?
✔️ Hopium: Fidelity Billion Dollar Bitcoin 2038, This Time It's Different, Schwab Joins The Party, Options Expiry Was a Nothing Burger But..✔️ The Banks Are Buying Bitcoin✔️ Russia US Tug of War Over Power Plant ✔️ FAIL: Trust Wallet ✔️ Sources:► https://x.com/therealplanc/status/2004386297373511895?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/david_eng_mba/status/2004622478925349248?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoin_teddy/status/2004796888873402553?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinjunkies/status/2003913746595696811?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://finance.yahoo.com/news/why-12-trillion-charles-schwab-220220867.html► https://x.com/bitcoinarchive/status/2004534355750756480?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2004484596977791324?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://www.kyivpost.com/post/66961► https://x.com/0xnoncesense/status/2005288713136558462?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/0xakinator/status/2004273944694587785?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/TrustWallet/status/2004623205005492651► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.
The advisors at New Harbor Financial share their outlook for the new year ahead.They see lots of reasons why it will likely be a more volatile and painful year than investors have become accustomed to after 3 blockbuster years of returns.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #marketcorrection #volatility _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
In this episode of the Market Insights podcast, Fisher Investments' founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his expert insights on topics like investing during periods of high inflation, recognizing the turning point in a bear market, the potential impact of phasing out pennies, and the rise of cashless payments. With a blend of historical perspective and practical advice, Ken offers valuable guidance on markets and long-term investing. Episode recorded on 11/20/2025. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
JPMorgan's latest move into Bitcoin trading services marks a pivotal shift in the 2025-2026 market cycle. Despite the recent correction from October's all-time highs, the entry of major banking institutions suggests that the "Bear Market" narrative is losing steam.
Bitcoin just hit a major wall, and the BRUTAL Bitcoin washout we're seeing today has everyone asking the same question: Is the bear market confirmed? After a 30% drop from the October highs of $126,000, BTC is testing critical support levels that could decide the fate of the market for all of 2026.
Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and continued whale selling are making a durable bottom hard to form, even as smaller wallets continue to accumulate. Macro pressure from a hawkish Fed, year-end risk aversion, and broader market unease are weighing on prices, while MicroStrategy's latest Bitcoin buys fail to spark a rally. Still, a more constructive regulatory tone from the SEC on crypto privacy stands out as a rare bright spot amid otherwise gloomy market conditions. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
In this episode of the Milk Road Show, we're joined by Julio Moreno, Head of Research at CryptoQuant, to break down what the onchain data actually says about Bitcoin's current market regime. Forget vibes, narratives, and hopium, this is a data-driven look at demand, ETFs, whales, leverage, and key technical levels that historically separate bull markets from bear markets.~~~~~
We know the 4 year cycle for Bitcoin. Down for a year, sideways for a year, slow grind up for a year, finally a year long mega bull market. What if I told you that we ALREADY have headed lower for a year! But only when priced in GOLD! Let's check the charts!
Brandon Green and David Bailey sit down for a conversation about the future of BTC Inc, Nakamoto, and Bitcoin itself. Bailey outlines why his mission is to “hijack the financial system,” how public-company risk works behind the scenes, and why bitcoin's market structure is changing forever. He lays out a 50-year roadmap: trillions in value creation, a global bitcoin reserve, and hyperbitcoinization driven through capital markets.
Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026, Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026. Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon. We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - This episode was hosted by Jennifer Sanasie.
Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026, Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026. Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon. We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - This episode was hosted by Jennifer Sanasie.
Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026, Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026. Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon. We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://figuremarkets.co/coindesk - This episode was hosted by Jennifer Sanasie.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comLast week saw a big reversal that jarred Wall Street: after reporting yet-again blockbuster results and upgrading its forecast, Nvidia stock first rose 6%, then fell to close the day down -3%This dragged the major indices down with it, along with most high growth Tech stocks, as well.Suddenly Wall Street starting panicking that the AI bubble had just burst before their eyes.Did it?Or was this just a pullback to set the markets up for an end-of-year rally?To address these pressing questions, we're fortunate to welcome back to the program technical analyst and author Michael Oliver, founder of market research firm Momentum Structural Analysis.Michael sees the market as topping out here, a process that will take months.But he fears the 'worst bear market' of our lifetime may start next year.To find out why, and where to seek safety during it, watch this video.#marketcorrection #bearmarket #nvidia _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.