Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem
Notes de l’épisode
Bitcoin may be in the buy zone, but the demand signal still looks weak. David and Mike debate whether the bottom is already in, why ETF outflows and muted buyer interest matter, what realized losses and realized cap are signaling, and whether BTC needs one more painful reset before the next real opportunity.
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TIMESTAMPS
0:00 Intro
2:01 Pain, Patience, & Cycles
5:03 Shallower Drawdowns?
7:22 ETF Flows and Demand
9:34 Saylor’s Canary
15:32 Realized Losses Review
23:00 Bitcoin Versus Nasdaq
25:23 AI Bubble Meets Crypto
28:37 Oil, War, & Inflation
33:25 Hyperliquid’s Market Split
38:28 $LIT & $WLD Momentum
40:42 Pro Portfolio Playbook
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Not financial or tax advice. For educational purposes only.