The Wolf Of All Streets Bitcoin BOTTOM In As Rate-Cut Odds Soar? Here's What's Next...
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Nov 24, 2025 Bitcoin might be nearing a bottom as rate-cut possibilities gain traction. Despite a $1 trillion crypto downturn, whales are accumulating and stocks are rallying. The podcast also discusses the impact of JPMorgan's alleged blocking of Bitcoin transfers and MicroStrategy's delisting risks. There's debate over Bitcoin's relationship with gold and whether it influences commodities. The panel explores market dynamics, liquidity scenarios, and the shifting economic landscape as central banks navigate complex pressures on Bitcoin's future.
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Bitcoin As The Global Liquidity Barometer
- Bitcoin is acting as the world’s leading liquidity barometer and often signals broader risk asset moves first.
- Mike warns Bitcoin declines can precede drops in gold and commodities during de-risking events.
Hash Rate Divergence Signals Potential Buying Opportunity
- The hash-rate vs. price divergence suggests miners expect higher future prices than current levels.
- Dave argues that extreme divergence has historically been a buy signal after miner capitulation fears fade.
Four-Year Cycle Lost Its Predictive Power
- The 4-year bitcoin halving cycle narrative no longer explains recent dynamics after ETF inflows and political shifts.
- Dave says the 2025 ETF-driven revaluation broke the traditional cycle timing.