The Breakdown Could This Actually Be An Amazing Setup for Bitcoin?
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Oct 10, 2025 Dive into the intriguing world of Bitcoin as hosts discuss its recent price movements and the concept of debasement trade. Discover how mainstream institutions are now considering Bitcoin as a hedge, similar to gold. They explore Bitcoin's dual role as both a high-risk asset and a safety net. The conversation moves to Galaxy One's launch and its potential in the crypto market. Plus, they examine regulatory challenges facing DeFi and the political hurdles that come with it. Market sentiment is captured as they wrap up the week's significant themes.
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Bitcoin Is Both Risk On And Risk Off
- Bitcoin now sits at the intersection of macro debasement narratives and its own unique asset story.
- NLW argues this makes Bitcoin both a risk-on and risk-off asset depending on investor intent.
AI Rally Could Lift Bitcoin Higher
- The AI-driven market rally creates bubble signals but lacks clear short-term unwind mechanics.
- NLW suggests if stocks keep ripping, Bitcoin likely won't be left behind and could climb further.
Institutions Are Talking About Bitcoin As A Hedge
- Major institutional investors are now including Bitcoin in debasement-hedge conversations.
- Scott notes this mainstream shift reframes Bitcoin away from being purely a high-beta asset.