Simply Bitcoin Forget $101,000, This Is When You Should BUY ... | EP 1370
Nov 4, 2025
Kent Halliburton, a Bitcoin mining entrepreneur, dives deep into mining economics and the operational challenges miners face. He argues that mining is a robust way to acquire Bitcoin, shielding investors from market volatility. Kent discusses how small miners can thrive with a SaaS mining approach and emphasizes Bitcoin's potential risk of ossification if it lacks diverse stewardship. He also shares insights on recent price dynamics and advocates for a long-term view in the Bitcoin space.
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ETF Flows Could Drive Long-Term Upside
- Institutional ETF flows and portfolio rebalancing can push Bitcoin far higher over multiple years as allocation gaps close.
- Jeff Kendrick argues global portfolios should shift toward Bitcoin versus gold, implying large upside by 2028.
Shakeouts Let Institutions Accumulate
- Wall Street appears to be intentionally shaking out retail holders to accumulate Bitcoin at lower prices.
- Nico and guests argue surviving with more Bitcoin than yesterday is the retail priority this cycle.
Survive By Accumulating, Not Panic-Selling
- Do try to increase your Bitcoin holdings over time and avoid panic-selling during shakeouts.
- Prioritize retaining more Bitcoin than the day before unless you need funds for a life event.
