Markets are breaking in two directions—recession fears on one side, liquidity returning on the other. After the Fed’s latest rate cut and plans to end quantitative tightening (QT), traders are asking the same question: is this the start of a Bitcoin crash or the next Bitcoin boom?
In this episode, we break down the macro backdrop driving volatility—from inflation and credit stress to how real estate, capital flows, and treasury markets are being quietly repriced around Bitcoin’s fixed supply. As debt expands and dollars dilute, Bitcoin’s role as sound collateral and digital real estate becomes impossible to ignore.
Andrew Hohns on WBD – https://www.youtube.com/watch?v=Jx65RWs7ZCw
Timestamps
00:00:00 – Bitcoin’s Rollercoaster: What’s Happening?
00:01:06 – The Fed’s Rate Cuts: Impact on Bitcoin
00:02:11 – Pierre Rochard’s Insight: Market Noise vs. Signal
00:03:13 – Inflation: The Hidden Theft in the System
00:05:51 – Can Bitcoin Save the Credit Market?
00:07:06 – The Shift from Risk to Patience in Investing
00:09:30 – Building Long-Term Bitcoin Positions
00:10:11 – The Economic Shockwave of Perfect Scarcity
00:12:12 – Bitcoin’s Unique Supply Dynamics Explained
00:14:45 – The Future: Bear Market or Bitcoin Boom?
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ICP OVER 300 million in inflows just today on a Saturday markets are closed something is happening solana like gains incoming
Kuardun put in everything and sell after launch
So, you're talking about the intrinsic value as a function of time. Please clarify.
Bear ballz
Nobody knows what will happen
The problem I have with bitcoin analysts is that they only source bitcoin zealots and the justifications for its existence. Its this feedback loop that make everyone think its all smoke and mirrors. (this is coming from a guy that owns ~2.1 coins)
Everyone knows inflation is WAY worse than being communicated from "that group of dudes" and the opportunity should be taken to have the typical contrarians be sourced in that EVEN THEY are acknowledging that bitcoin is another medium for value preservation versus a fiat currency that is being intentionally destroyed to make the federal debt repayable.
What's the scuttlebutt on Swann that they are manipulating Bitcoin and or corrupting it?
Bitcoin correlates heavily with the nasdaq. Google it. When a downturn comes and the nasdaq tanks Bitcoin will follow
Is it not possible for BTC to stay under $125K for next 5 years because whales keep selling and retail buyers keep staying out of crypto?