The Breakdown The Five Most Important Stories This Week
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Nov 23, 2025 The hosts delve into a sharp Bitcoin sell-off, highlighting a shift in market sentiment that feels different from past corrections. They discuss the lack of a fundamental cause for the current decline and how institutional involvement impacts Bitcoin's volatility. Political unpredictability and Fed uncertainty stir the markets, while MicroStrategy's market position draws attention. Plus, Kraken's IPO filing and sovereign funds' buying activities suggest a complex financial landscape, with emerging narratives shaping investment strategies.
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A New Post‑ETF Correction Pattern
- The market may be entering a new post-ETF correction pattern that differs from the old four-year cycle.
- Nathaniel Whittemore warns we lack emotional frameworks for this institutionalized era, so patterns may change.
Buy The Dip If You Have A Long Horizon
- Add into sell-offs if your time horizon is long and you accept P&L swings.
- Scott Melker says he buys aggressively during panic dips and uses algorithmic purchases.
Institutional Tether Changes Volatility
- Institutional integration makes volatility feel different because markets and participants are more connected to macro.
- That connection removes the privilege of ignoring traditional markets and amplifies uncertainty.