1000x Why Is Everyone So Bearish?
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Sep 17, 2025 Amid widespread bearish sentiment, the discussion takes a bullish turn, questioning whether the crypto market has truly peaked. Highlights include the rapid rise of Solana, the relationship between gold and Bitcoin, and macroeconomic effects on investment strategies. The hosts tackle psychological hurdles in investing and evaluate the potential of real estate alongside stocks and crypto. With a focus on patience and strategic trading insights, they emphasize the importance of adapting to a shifting economic landscape.
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Social Sentiment Diverges From Institutional Flows
- Crypto Twitter is unusually bearish while larger capital allocators remain largely unexposed to Bitcoin.
- That divergence suggests sentiment on social media may be a contrarian buy signal.
Bears Lack Coherent Macro Thesis
- Jonah argues many Twitter bears lack a coherent macro thesis and are expressing frustration, not rigorous analysis.
- He suggests real flows come from institutions who are still almost zero allocated to Bitcoin, implying upside from allocation shifts.
Take It One Day At A Time
- Take a patient, day-by-day approach when markets stagnate and use the time to learn or build skills.
- Avoid throwing in the towel just because short-term confirmation of a long-term thesis hasn't arrived.