Is the Coast Clear for a New BTC ATH? | OSF and Mando | REKT Vision

Jun 27, 2025

The hosts dive into the current fluctuations in cryptocurrencies, particularly Bitcoin's struggle to reach new heights amid market unpredictability. They explore trading strategies for Bitcoin and altcoins, expressing skepticism about the latter's prospects. Insights on the evolving landscape of AI-driven investments reveal a shift in value perception. The discussion highlights the blending of crypto and traditional markets, analyzing institutional interest and regulatory impacts. Optimism shines through as they explore exciting opportunities in finance.

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ANECDOTE

Buying Bitcoin Dip Anecdote

Ovie OSF Faruq shares how he bought Bitcoin dip during a market drop and took profits around $105.5K.
This anecdote shows confidence in Bitcoin's bounce despite geopolitical risks.

INSIGHT

Macro Outlook Supports Bitcoin

The macro outlook with falling oil prices and potential peace deals reduces inflation risk.
This environment supports a possible Fed rate cut by September, favorable for Bitcoin price upside.

ADVICE

Prepare for Altcoin Season

Investors should watch new capital flows and regulatory clarity for crypto's next leg up.
Positioning for altcoin season with some exposure now can prevent missing rapid moves later.

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📣 Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss whether bitcoin can follow Coinbase and set a record high, whether the macro setup supports that, and the "lovely summer of risk" can begin in earnest for altcoins. Check out Arch Public's algorithmic trading platform for free at realvision.com/arch 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing ⬜ Axelar is a decentralized network and development platform securely connecting the world’s blockchains and financial infrastructure. Its secure, programmable multichain product stack enables seamless interoperability across Web3 — critical for the next wave of institutional-grade use cases. ⬜ With backing from top-tier investors including Dragonfly, Polychain, Binance Labs, and Coinbase Ventures, Axelar is enabling the next generation of financial infrastructure: from multichain stablecoins to tokenized real-world assets (RWAs), built with security, compliance, and enterprise scale in mind. 👉 To learn more, visit realvision.com/axelar or follow on X @axelar. 🔥 *Arch Public:* It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Try it for free at https://realvision.com/arch

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