Simply Bitcoin JP Morgan SAYS Bitcoin 4 Year Cycle Is OVER!! | EP 1372
Nov 7, 2025
JP Morgan shakes up the Bitcoin scene with a bullish prediction of $170K, claiming the classic four-year cycle may be over. The hosts dive into how perpetual futures are influencing price action and highlight a potential influx of gold investors pivoting to Bitcoin. They discuss the implications of institutional entry and ETFs on market dynamics, alongside the speculative impact of government Bitcoin scenarios. There's also chatter about Trump's comments and their political implications, along with strategies for coping during wild market swings.
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Perpetual Futures Drive Current Price Action
- JP Morgan argues perpetual futures deleveraging drove recent price moves and now appears largely over.
- This implies offshore perpetuals, not ETFs alone, are a key market driver right now.
Learn How Perpetual Futures Work
- Understand perpetual futures: no expiry and often highly leveraged with funding-rate mechanics.
- Treat their open interest and liquidations as early indicators of price stress.
Track Both ETFs And Perpetual Futures
- Watch ETF inflows but also monitor offshore perpetual futures on Binance/BitMEX for leverage signals.
- Use both metrics to understand institutional and retail-driven liquidity changes.