Onramp Bitcoin Media Max Fear. Max Opportunity. The Bitcoin Bull Market Starts Now.
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Nov 21, 2025 Bitcoin sentiment has taken a hit, but the fundamentals are stronger than ever. The hosts discuss how liquidity is reshaping markets, pointing to institutional moves and the potential of new custody solutions. They highlight gold's performance as a leading indicator for Bitcoin, while also addressing macroeconomic shifts. With new technologies easing transactions, the conversation dives into why now might be the best time to accumulate Bitcoin. Plus, insights into the speculative nature of AI mania and its impact on market flows make for a thought-provoking discussion.
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Fundamentals Outweigh Short-Term Sentiment
- Short-term sentiment and technical chart anchoring mask stronger long-term Bitcoin fundamentals tied to scarcity and institutional custody improvements.
- Brian Cubellis argues recent drawdowns are short-term holder capitulation while macro liquidity is shifting toward easing that will favor BTC over years.
Buy Dips To Stack More Satoshis
- Use price weakness to accumulate more satoshis instead of panicking at drawdowns.
- Jackson Mikalic recommends patience and stacking more Bitcoin for less fiat during corrections.
Gold Leads While BTC Lags This Year
- Gold has outperformed Bitcoin in 2025 due to sovereign accumulation and sensitivity to falling real rates, creating a temporary divergence.
- Michael Tanguma expects Bitcoin to outperform gold later as institutional rails and custody improve.