The Breakdown The Bitcoin Bears Are Back In Town
8 snips
Nov 18, 2025 The crypto market is gripped by fear as Bitcoin briefly dips below $93,000. Despite positive news like major institutions acquiring Bitcoin, prices remain stagnant. The podcast investigates whether Bitcoin is evolving into a more institutional asset with predictable returns. It also discusses the impact of liquidity issues and false selling rumors on market sentiment. With contrasting views on whether we are nearing a bear market's end, the conversation is both timely and thought-provoking.
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Bitcoin's New Institutional Profile
- Bitcoin is down ~25% from the highs and briefly turned red year-to-date, prompting bear-market questions.
- The market now behaves more like an institutional asset with a new return profile rather than a fixed four-year lottery.
Signals Suggest Sellers May Be Exhausted
- Analysts see technical and sentiment divergences suggesting sellers may be exhausted and a bottom could be near.
- Some argue ETF-driven market structure means this drawdown may be a short-term correction, not a true bear market.
Avoid Leverage During Volatility
- Avoid using leverage in the current volatile environment to prevent liquidation risk.
- Heed Tom Lee's explicit warning: don't get liquidated during this drawdown.
