Supply Shock Bitcoin’s Worst October in 7 Years: The End of Uptober? | Boaz Sobrado
Oct 28, 2025
In this discussion, Boaz Sobrado, a seasoned fintech analyst focused on crypto and regulatory trends, reveals why October was a rough month for Bitcoin. He explores how institutions are reshaping market narratives and discusses the rise of corporate Bitcoin adoption. The conversation dives into the impact of exchange shifts, with CME growing in influence, and the possibility of 24/7 trading reducing volatility. Sobrado also examines the strategic accumulation of Bitcoin by governments and the potential for Square to boost merchant payments.
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October’s Historical Edge Broke This Year
- October historically outperforms but October 2024 was down ~3%, breaking the usual pattern.
- Institutional flows and regulatory anticipation likely explain this deviation from seasonal norms.
Institutions Are Changing Market Rhythms
- Institutions may be counter-trading meme-driven retail moves, changing market timing.
- Anticipation of regulatory clarity and institutional positioning can mute seasonal rallies.
Bitcoin Has Matured Beyond Altcoin Volatility
- Last week's altcoin flash crashes liquidated billions but Bitcoin avoided similar fractures.
- That contrast signals Bitcoin's maturation and separation from altcoin volatility.