Simply Bitcoin

Worlds LARGEST Exchange Drops BOMBSHELL REPORT | EP 1373

Nov 11, 2025
Coinbase drops a captivating report on a potential bitcoin bull run, while experts discuss institutional investment timelines and how these could reshape market dynamics. Debate ensues over whether retail-driven cycles are ending as institutional stability takes the lead. Large holders cashing out for estate planning raises questions about market impact. The hosts also tackle new EU regulations on cash payments and their implications for bitcoin surveillance. Finally, they explore non-KYC options for acquiring bitcoin as a means to opt out of central bank control.
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INSIGHT

Institutions Quietly Preparing Bitcoin Allocations

  • Coinbase's institutional research suggests sovereign wealth funds and large institutions are quietly preparing allocations to Bitcoin.
  • This institutional interest could reshape market dynamics and delay retail-driven euphoric cycles.
INSIGHT

No Retail Euphoria This Cycle

  • Bitcoin hasn't gone through a retail euphoria phase this cycle despite high prices, which may surprise many observers.
  • Institutional flows, ETF launches, and big holders changing behavior could sustain price action differently than past cycles.
ADVICE

Watch Weekly Closes Over Key Moving Averages

  • Monitor weekly closes above key moving averages like the 50-week to confirm bullish structure.
  • Treat technical closes (e.g., above $104,900) as validation for staying long or reducing panic selling.
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