The Wolf Of All Streets Bitcoin Has Never Been This Bullish – How Long Will It Last? | Macro Monday
26 snips
Jul 21, 2025 
Join Dave Weisberger, Mike McGlone, and James Lavish as they dive into the bullish surge of Bitcoin and the record $4.4 billion inflow into crypto funds. They discuss the implications of institutional buys and the growing acceptance of stablecoins. The trio explores Bitcoin's relationship with altcoins and traditional assets, while also reflecting on government policies and the Federal Reserve's impact on inflation. Will Bitcoin finally outshine gold as a store of value? Tune in for insights on this dynamic financial landscape!
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Bitcoin Adoption Outpaces Valuation
- Bitcoin's adoption has surged 5-6 times since 2021 but price ratio to gold remains similar, implying growth potential.
- Institutional and political endorsements solidify Bitcoin's long-term bullish thesis despite current market range.
No Retail Euphoria Yet
- Retail euphoria in Bitcoin has not yet appeared; mainstream chatter remains limited.
- Altcoins attract buyers due to lower price entry points, reflecting different retail investor behaviors.
Bitcoin vs Gold and Stocks Performance
- Bitcoin's performance this year underwhelms relative to gold despite political endorsements.
- The stock market's strength tends to drive liquidity and sentiment for Bitcoin and crypto assets.
