Simply Bitcoin YOU WONT BELIEVE WHAT JP MORGAN JUST SAID ABOUT BITCOIN | EP 1414
Jan 8, 2026
Conrad, the community manager at Bitcoin Well, dives into the evolution of institutional interest in Bitcoin and its impact on market dynamics. He discusses the shift of banks from skepticism to acceptance, emphasizing the importance of self-custody and dollar-cost averaging (DCA). Conrad also elaborates on Bitcoin's fixed supply, explaining why it matters to investors. Additionally, he highlights Bitcoin Well's innovative features designed to replace traditional banking, urging listeners to secure their assets like they're worth millions.
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Institutions May Be Stabilizing Bitcoin Price
- JP Morgan analysts see ETF outflows easing and believe selling pressure may be stabilizing around the late-November $80k level.
- The hosts question whether Wall Street actually drives Bitcoin price or is simply catching up to a trend already underway.
ETF Demand Masks Low On‑Chain Activity
- On-chain activity is low while ETF demand concentrates trading off-chain via OTC and custody channels.
- The show suggests ETF purchases can absorb supply without appearing in base-layer transaction volume.
Multiple Analysts Point To Same Bottom
- Bernstein also concluded Bitcoin and the broader crypto market have likely bottomed around $80k, citing institutional demand.
- The hosts argue institutional ETF inflows are currently the dominant driver of price action, more than retail activity on-chain.