Simply Bitcoin

CRASH TO $89k!!: Was That The Bitcoin Bottom?! Or Is Bull Run Over?! | EP 1379

Nov 18, 2025
Retail fear is at an all-time high, but insiders suggest Bitcoin might have just hit rock bottom. The hosts dive into ETF outflows and how whales are accumulating Bitcoin amidst the panic. They analyze reports framing the current market pullback and highlight the growing confidence among institutional investors. A critical look at media bias against crypto surfaces, along with discussions on the importance of self-custody and the unique aspects of Bitcoin. Memes are a focal point, emphasizing strategies to help onboard newcomers.
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INSIGHT

Institutions Buying While Retail Panics

  • Institutional buyers are absorbing retail selling during the crash, creating a supply-demand divergence that matters more than retail panic.
  • This dynamic can compress supply and set the stage for a powerful rally once broader demand returns.
INSIGHT

Massive Accumulation By Permanent Holders

  • Permanent-holder addresses and whales have massively increased accumulation since October, signaling long-term capital stepping in.
  • That accumulation either precedes a rally or a final washout, making the signal ambiguous but powerful.
INSIGHT

Four-Year Cycle Can Become Self-Fulfilling

  • The four-year cycle narrative can become a self-fulfilling prophecy if enough market participants believe it.
  • Media-driven consensus about cycle end can trigger selling even if fundamentals differ.
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