BTC Sessions BlackRock Just Did The Unthinkable – Bitcoin Collapse or Brutal Bear TRAP Incoming?
Nov 20, 2025
In this discussion, guests dive into BlackRock's surprising market maneuvers. Adam O'Brien explains the importance of community in Bitcoin adoption, while Mateus Kukar emphasizes the need for institutions to commit beyond profit motives. Kent Halliburton contextualizes Bitcoin's historical cycles, urging long-term strategies. They also address Bitcoin’s role in civilizational shifts, the importance of self-custody, and the threats posed by scams and AI-driven social engineering. Ultimately, they inspire listeners to engage with Bitcoin meaningfully.
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Institutional Flows Move Sentiment More Than Price
- Large institutional flows can trigger sharp sentiment shifts despite small percentage moves in price.
- Adam O'Brien suggests this feels like tax-loss or liability-driven selling rather than a structural collapse.
Treat Pullbacks As Routine Shakeouts
- Do not panic at single-digit percent drops; treat these as normal bull-cycle shakeouts.
- Adam O'Brien advises patience and expects a strong upside continuation when fundamentals hold.
30% Pullbacks Are Part Of The Cycle
- Historical cycle behavior matters: 30% pullbacks are normal in bull cycles and rarely mark final tops.
- Kent Halliburton points to the 200-week moving average as a steady, long-term guide.
