Simply Bitcoin Will Bitcoin Collapse to $40K… or EXPLODE to $200K? | Simply Originals
Aug 21, 2025
Bitcoin's price has dipped to $112K, sparking fears of a drop to $40K as bearish sentiment takes hold. Yet, amidst market panic, institutional investors are poised to dive into Bitcoin, reminiscent of 2008's financial crisis. The podcast delves into the potential for a groundbreaking bull run, highlighting the growing interest in cryptocurrencies. Listeners are also advised on secure self-custody practices, emphasizing the importance of maintaining control over their assets as Bitcoin's future looks increasingly promising.
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Panic Versus Longer-Term Thesis
- Market panic over a small dip is overblown and framed as Armageddon by commentators.
- The host argues current fear masks a larger institutional buildup and long-term bull thesis.
MicroStrategy And ETF Selling Aren't The Whole Story
- MicroStrategy's large bitcoin position and debt load have become a focal point for critics.
- ETF selling and retail bearishness are highlighted as surface signals, not definitive market direction.
Account For Institutional Game Theory
- Consider game theory when institutions like BlackRock increase influence and holdings.
- Don't ignore political and power dynamics that can shape market narratives and flows.