Bankless

ROLLUP: Bull Market Over? | BTC 50W Breakdown | Balancer Hack | Stream Finance Collapse | Brian Armstrong’s Prediction Market Drama

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Nov 7, 2025
Guest
Hasib Qureshi
Join Hasib Qureshi, a prominent crypto investor and researcher, as he dives into the hot topics of the crypto market. They debate whether the crypto bull market is really over amid AI’s rise, dissect the implications of a startling $128M Balancer hack, and question the integrity of prediction markets triggered by big players like Brian Armstrong. Plus, discussions on the fragility of leverage in the market, the impact of institutional adoption, and the controversial role of Bitcoin as a potential 'BlackRock coin' add layers of intrigue!
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INSIGHT

Moving Averages Describe, They Don't Predict

  • Chart-based cycle rules (like the 50-week SMA) are descriptive, not magically predictive.
  • Hasib argues macro flows and AI-driven equity bids are the real drivers, not a fixed moving-average trigger.
INSIGHT

AI Money Is Warping Market Breadth

  • AI-driven flows are concentrating capital in a narrow set of stocks, leaving crypto outside the bullseye.
  • Crypto weakness reflects broader market allocation into AI, not purely crypto-specific failure.
INSIGHT

Bitcoin's Silent IPO Thesis

  • Bitcoin may be undergoing a 'silent IPO' as early holders slowly diversify into institutional buyers.
  • That turnover can create long periods of consolidation even while adoption broadens.
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