The Wolf Of All Streets Bitcoin PANIC At $80K Amid Mass Market Sell Off! Where's the Bottom?
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Nov 21, 2025 Bitcoin's price crash sparks panic as it drops below $81,000, wiping out over $1 trillion from the market. Whales are accumulating quietly while retail investors fearfully react. The hosts explore why this correction feels distinct, with no clear catalyst and unprecedented sentiment damage. They discuss the implications for MicroStrategy, analyze volatile rate-cut odds, and debate recent trends among sovereign buyers like Abu Dhabi. The conversation concludes with a hopeful message about community resilience and long-term confidence in Bitcoin's future.
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Post-ETF Market Regime Shift
- The post-ETF era may have created a new market regime with different volatility patterns than previous four-year cycles.
- Nathaniel Whittemore says we're "flying without a rudder" because historical patterns may no longer apply.
Historic Drawdowns Persist
- Bitcoin has historically seen repeated 30% drawdowns even inside bull runs, so recent drops aren't unprecedented.
- The hosts note institutionalization and macro tethering make this cycle feel different despite similar price moves.
Buy Into Severe Sell-Offs
- Consider buying into severe sell-offs if you have long horizons and can tolerate large P&L swings.
- The hosts explicitly say they are adding into these sell-offs as a multi-year strategy.