

Bitcoin Is Eating Sell Pressure Like Never Before
Jul 18, 2025
Bitcoin has soared to new heights, reaching an all-time high of $123K due to strong demand and limited supply. Recent U.S. legislative moves could influence tax exemptions for Bitcoin spending, while institutions like MicroStrategy now hold significant amounts. The podcast debates whether Bitcoin's price cycles are maturing, noting a trend towards increased stability. With discussions on self-custody strategies, the hosts emphasize a long-term perspective and the importance of navigating the evolving regulatory landscape in cryptocurrency.
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Institutional Bitcoin Demand Mutes Cycles
- Bitcoin's current cycle shows less retail FOMO and more institutional accumulation.
- Large treasury companies buying Bitcoin may mute the typical parabolic peak and drawdowns.
Institutions Bring Stability To Bitcoin
- Institutional capital flows into Bitcoin are more permanent and less prone to panic selling than retail debt.
- This permanency likely reduces volatility and changes Bitcoin market cycles.
Bitcoin Volatility Lowest Ever
- Bitcoin's 30-day volatility is lowest at this all-time high compared to past cycles.
- This implies more upside remains and that we are not yet at a cycle top.