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Markets Ripping, Bitcoin All-Time High, & What's the Trade?

15 snips
Oct 6, 2025
Uptober kicks off with Bitcoin hitting all-time highs! The hosts dive into market dynamics as they discuss the shift from de-risking to rapid recoveries. A compelling comparison between Bitcoin and gold raises questions about genuine value. Altcoins like Zcash make headlines, hinting at potential alt season. They explore portfolio strategies and size bets wisely for maximum impact. With the convergence of crypto and traditional finance, the conversation heats up on how these shifts reshape investing strategies.
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INSIGHT

De‑Risking Then Rapid Rebound Equals Breakout

  • Two months of de-risking followed by a fast rebound signals a strong breakout and sets up for new all-time highs.
  • Avi and Jonah see rapid reclaiming of losses as a classic precursor to a face-ripping rally.
INSIGHT

BTC Versus Gold Reveals True Performance

  • Denominating Bitcoin versus gold clarifies real BTC performance versus dollar moves.
  • Jonah estimates BTC could reach ~150–170k if BTC/Gold mean reverts while gold holds or keeps rallying.
INSIGHT

Speculative Flows Fuel Alts And Meme Stocks

  • Current rally shows spillover from BTC into equities and selective alts, driven by speculative flows.
  • Restricted‑supply tokens and niche alts can explode quickly because few sellers remain to absorb new buying.
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