Simply Bitcoin Is The 2025 BEAR market over?! PREPARE FOR 2026 | EP 1409
Dec 31, 2025
The discussion opens with reflections on 2025's bullish developments amidst disappointing price action. They dive into early enthusiasm fueled by political expectations and highlight the disparity between institutional buying and retail absence. A critical look at political outcomes reveals entrenched bureaucracy limits reform. The hosts emphasize the importance of self-custody and provide upbeat predictions for 2026, including potential all-time highs. They also explore Bitcoin's role in financial sovereignty, particularly in crisis scenarios like Iran's.
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Bullish Fundamentals, Flat Price
- 2025 delivered unprecedented pro-Bitcoin fundamentals but the price failed to follow, creating puzzling divergence.
- The hosts view this year as foundational politically and institutionally despite muted market returns.
Institutions Absorbed Massive Selling
- Institutional demand soaked up massive selling that would have crashed past cycles, keeping price stable around $80–100K.
- The hosts believe institutions bought at discounts and may hold long-term influence over price dynamics.
Account Models Threaten Self-Custody
- New stablecoin and account-based frameworks risk enabling surveillance and wholesale CBDC paths.
- The hosts warn these legal shifts can undermine self-custody and peer-to-peer value propositions.