Simply Bitcoin RECESSION CONFIRMED | $30B Tech Giant Says Bitcoin CRASH Incoming?! | Simply Originals
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Nov 4, 2025 
Peter Thiel, co-founder of PayPal and Palantir, joins market commentator Jordy Visser to discuss Bitcoin's future amid recession fears. Thiel expresses skepticism about Bitcoin, citing ideological and institutional challenges. Meanwhile, Visser breaks down ETF flows and the shift towards institutional demand. The duo analyzes recent fiscal maneuvers by the Fed, Bitcoin's resilience as a store of value, and the possibility of soaring prices. They debate if recurring market downturns are a thing of the past due to structural changes, leaving listeners on the edge of their seats.
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Red October Doesn't End The Bull Market
- October was the first red October for Bitcoin since 2018, signaling short-term volatility but not structural failure.
- Simply Bitcoin argues the bull market is already underway despite the pullback.
Shutdown Squeezes Banking Liquidity
- The government shutdown inflated the Treasury General Account, pulling liquidity from banks and straining the repo market.
- That liquidity squeeze can force banks into overnight borrowing and pressure equity markets downward.
Watch Plumbing Metrics, Not Headlines
- Monitor repo activity and TGA levels to anticipate liquidity-driven market moves.
- Stay informed on plumbing metrics rather than headlines to prepare for market contractions.