The Mark Moss Show Bitcoin’s Volatility Explosion Is Near... You Need To Be Ready | Jamie Coutts
Dec 11, 2025
Jamie Coutts, Chief Crypto Analyst at Real Vision, dives into Bitcoin’s shifting market dynamics and how current trends deviate from historical cycles. He discusses the impact of macroeconomic policies and liquidity on Bitcoin’s next big volatility wave. Coutts highlights the rise of Bitcoin treasury companies and their influence on market behavior. Additionally, he explores how fiscal dominance and recent global financial events could define winners and losers in the crypto space, particularly as Ethereum and other altcoins gain traction.
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Late-Stage Bull Market With More Upside
- Jamie Coutts says we're in the late stages of the bull market but not at an inevitable peak yet.
- He links continued upside to a fresh liquidity impulse driven by fiscal and central bank actions.
Fiscal Dominance Is Rewriting Cycles
- Fiscal dominance has shifted cycle dynamics by tying central banks to sovereign debt needs.
- Short-term Treasury funding and fiscal policy may shorten cycles and increase flashpoint risk.
Maturation Suppresses Volatility, Explosions Remain
- Market maturation and derivatives have suppressed Bitcoin volatility and moderated elasticity to liquidity.
- Expect episodic volatility explosions and occasional risk-off tests that prove Bitcoin's systemic role.