Bitcoin Q3 Warning: Why August, September Are 'Worst Months' | Ben Cowen

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Jul 7, 2025

In this conversation, Ben Cowen, Founder and CEO of Into the Cryptoverse, shares insights on Bitcoin's dominance and its crucial role in crypto investing. He discusses the speculative nature of altcoins, cautioning against their inherent risks compared to Bitcoin. The podcast highlights the historically rough months for Bitcoin, August and September, and emphasizes strategic asset allocation. Cowen also touches on how macroeconomic factors and the M2 money supply influence Bitcoin's market performance and inflation, offering valuable tips for navigating investment volatility.

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ADVICE

Tailor Volatility to Age

Adjust crypto portfolio volatility based on your age and net worth.
Younger investors can afford more risk, while older investors should prioritize preserving wealth.

INSIGHT

Bitcoin Dominance as Crypto Key

Bitcoin dominance is key to understanding crypto portfolio success.
Majority allocation to Bitcoin reduces risk compared to altcoins.

INSIGHT

Fiat Goes Asymptotically to Zero

Fiat currency purchasing power declines asymptotically due to continual money printing.
Inflation incentivizes spending, unlike Bitcoin which encourages saving.

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Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Don’t miss your chance to be part of the Bitcoin-powered financial revolution. Sign up for the Peoples Reserve newsletter at Peoples Reserve.com to get the latest updates on the PRN token sale and early access to the platform launch. This is your front-row seat to the future of decentralized finance.Follow CJ Konstantinos on X: https://x.com/cjkonstantinosBenjamin Cowen, Founder and CEO of Into the Cryptoverse, discusses Bitcoin dominance as the key to crypto portfolio success and why altcoins remain speculative assets that bleed against Bitcoin over macro time scales.Watch Benjamin's last interview with David: https://www.youtube.com/watch?v=Wb_Y8RLSHQg*This video was recorded on May 27, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BENJAMIN COWEN:Into The Cryptoverse: https://intothecryptoverse.com/c/davidlinYouTube: https://www.youtube.com/@intothecryptoverseX (@intocryptoverse): https://twitter.com/intocryptoverseFOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@BlockBonnieC): https://x.com/BlockBonnieCInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:23 - Risk and volatility in Bitcoin4:57 - Bitcoin dominance7:10 - Purchasing power of fiat to zero?11:05 - Only going up?13:54 - ETH17:20 - BTC dominance as allocation tool21:47 - Altcoin season?23:53 - M2 money supply and crypto correlation29:23 - 2025 market predictions and Fed policy33:57 - Investment strategy and risk levels#crypto #bitcoin #investing