Simply Bitcoin Is the 2025 Bitcoin Bull Run Over? | EP 1340
Sep 25, 2025
In this engaging discussion, James (Hammer Time), founder of Stamp Seed, dives into crucial topics surrounding Bitcoin and seed security. He demonstrates the innovative Stamp Seed titanium seed-stamping kit, emphasizing best practices for cold storage. The hosts analyze Bitcoin's recent price fluctuations and the implications of whale activity, while considering the significance of historical cycles and institutional accumulation. They also debate Bitcoin's societal role in addressing wealth inequality and personal stability, sparking insightful conversations on its future.
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Whale Selling Signals Revived Supply
- Whales sold roughly $16 billion of Bitcoin over a month, signaling revived supply and market pressure.
- The move suggests long-term holders moved coins back into circulation, which often precedes capital rotation away from Bitcoin.
On-Chain Metrics Still Look Cyclical
- On-chain metrics show high percentage of HODL coins and low exchange supply, resembling early bull-cycle structure.
- Those metrics argue the current action looks more like cycle start than the end.
Institutionalization Dampens Parabolas
- 2025 price action feels muted compared to prior cycles because institutional flows and ETFs smooth volatility.
- Maturing demand from institutions can lengthen cycles and reduce parabolic moves fans expect.