Real Vision: Finance & Investing Trading the Markets: November 12, 2025 | Kris Bullock and Bijan Maleki
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Nov 12, 2025 Explore the intriguing concept of market boredom and why it matters more than daily price moves. The discussion delves into whether institutions are selling Bitcoin en masse, revealing interesting charts. Learn about the apparent demand metric and its bullish implications for Bitcoin. Don't miss insights on U.S. liquidity trends during government closures and contrarian buying opportunities. The hosts also dissect the competitive landscape between Aerodrome and Uniswap, examining the factors behind their recent performances.
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Institutions Aren't Capitulating
- Institutional Bitcoin holdings show only modest net outflows, not a wholesale capitulation.
- Kris Bullock interprets this as institutions sitting on sidelines while retail panics, implying buying opportunities.
Apparent Demand Is Rising
- Apparent demand (mining issuance minus inactive supply) recently set a higher high, signaling rising short-term demand.
- Bullock sees this as a positive sign that buying exceeds miner issuance recently.
Watch U.S. Liquidity Post-Reopen
- Watch U.S. liquidity charts closely after the government reopens to gauge real money re-entry.
- Use liquidity reversal magnitude to test whether the closure caused the market's recent weakness.