Simply Bitcoin INSIDER Reveals The Wall St playbook for Bitcoin in 2026 | EP 1401
Dec 18, 2025
The podcast dives into predictions for Bitcoin's future, emphasizing a potential bullish trend driven by institutional adoption and favorable regulation. Experts debate the significance of Bitcoin's historical four-year cycles and its evolving volatility compared to major stocks. Attention is given to ETF dynamics, academic interest in crypto from elite endowments, and concerns over proposed tax regulations. The hosts advocate for self-custody and broader access to assets, encouraging listeners to accumulate Bitcoin amid a shifting financial landscape.
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Wall Street Sees 2026 As Bullish
- Bitwise expects institutional flows and regulatory progress to make 2026 bullish and break the old four-year halving cycle.
- The hosts echo that view and argue 2025 was a wash, making 2026 a likely inflection year.
Bitcoin Volatility Falling Versus Tech Stocks
- Bitcoin's volatility has already fallen below high-beta tech like NVIDIA in 2025 and may keep declining as institutional demand grows.
- The hosts caution that lower volatility reduces upside swings they personally want to see.
ETFs Are Absorbing New Bitcoin Supply
- Since ETF launches in 2024, ETFs bought more Bitcoin than new supply, signaling intense institutional demand that could continue in 2026.
- The hosts highlight supply-pressure dynamics as a bullish structural factor for price if buys are real.