The Bitcoin Frontier
Bitcoin at an Inflection Point: Macro, 4-year Cycle & On-Chain Insights with Rational Root
Apr 29, 2025
01:02:50
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Quick takeaways
- Bitcoin may be decoupling from traditional markets due to a strong base of long-term holders seeking stability during macroeconomic chaos.
- Institutional interest and advancements in Bitcoin's infrastructure are creating a bullish sentiment, potentially leading to a long-term decoupling from equities.
Deep dives
The Impact of Recession on Bitcoin
A potential recession could lead to a decoupling from traditional markets, primarily due to a robust base of HODLers, particularly among millennials focused on savings and pensions. Historical comparisons indicate that Bitcoin's cycle peaks and bottoms have consistently occurred at similar valuation levels. Currently, while the macroeconomic environment is chaotic and price action disappointing, positive developments in Bitcoin's infrastructure and regulatory landscape signal long-term bullish potential. Consequently, despite current volatility and de-risking activities in the market, optimism remains among long-term holders.
