Simply Bitcoin Bitcoin Is Having Its WORST Bull Run EVER!! (What Comes Next Might SHOCK YOU) | EP 1333
Sep 16, 2025
Bitcoin is currently fighting through its worst bull run on record, raising eyebrows and questions about its future. Market dynamics and upcoming monetary policies are explored, with optimism about potential bullish trends by Q4. The complex relationships between Bitcoin, stablecoins, and the U.S. dollar are dissected amid rising consumer costs. Additionally, the evolving political landscape, including influences from significant figures like Donald Trump, impacts Bitcoin's path, emphasizing its unique position as a decentralized currency.
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Maturing Market Explains Smaller Returns
- Bitcoin's modest 23% year-to-date gain feels like underperformance only because holders are spoiled by prior parabolic returns.
- Nico argues the market is maturing and larger market cap makes huge percentage gains harder and more capital intensive.
2025 Is Historically Weak Yet Macro Is Friendly
- Historical year-to-date comparisons show 2025 is one of Bitcoin's weakest bull-run performances through Sept 15.
- The dollar is down ~10% YTD, creating a macro tailwind that hasn't yet fully translated into Bitcoin outperformance.
Q4 Historically Bullish; Rate Cuts Could Trigger Rally
- October and especially Q4 have historically been Bitcoin's strongest periods and often deliver outsized returns.
- Hosts highlight the upcoming FOMC meeting and expected rate cuts as potential catalysts for a Q4 surge.