Simply Bitcoin Did We FINALLY FIND The truth About WHY Bitcoin is STUCK at $90k?! | EP 1405
Dec 25, 2025
The discussion centers on Bitcoin's stagnation under $90,000 and the impact of BlackRock's ETFs on its price dynamics. Hosts explore how liquidity and monetary policy changes could influence Bitcoin's future, especially looking forward to 2026. They debate if Bitcoin’s performance is tied to its halving cycles or business cycles, while also examining the potential for Bitcoin to surpass gold in market cap. The episode warns about trading volatility and emphasizes the importance of holding Bitcoin amid current uncertainties.
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Business Cycle Beats Halving Myth
- The PMI/business cycle explains Bitcoin's muted 2025 performance better than the four-year halving myth.
- Tight monetary policy kept liquidity low and prevented the usual euphoric parabolic rally.
Policy Shift Could Reignite Liquidity Cycle
- A policy shift (Dec 1 QT change and potential new Fed chair) could reintroduce easy money into 2026.
- That liquidity turn would likely restore Bitcoin's correlation with money supply-driven parabolic rallies.
Most Gains Come From Few Days
- Bitcoin's annual returns concentrate in a few explosive days, so timing and patience matter more than daily trends.
- Short-term models and volatility expectations can mislead because Bitcoin often surprises quickly upward.