Simply Bitcoin Markets Are Crashing… And Bitcoin Is MASSIVELY Mispriced | Simply Originals
Nov 20, 2025
Bitcoin's recent plunge below $90K could be setting the stage for a perfect buying opportunity. The podcast delves into the dramatic fallout from the Japanese carry trade meltdown and the unexpected institutional accumulation despite retail panic. With lawsuits highlighting market manipulations and ETF outflows, experts discuss why major players like Harvard and El Salvador are still buying. The conversation also explores the looming concerns over fiat currencies and how this crash might be the best time to invest in Bitcoin.
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Classic Buy-The-Dip Pain
- Rustin recounts the familiar trader cycle: buy the dip, watch prices fall again, and run out of dry powder.
- He uses personal tone to empathize and set up the episode's thesis about accumulation opportunities.
Japan Carry Trade Unwind Drives Global Liquidation
- The unwind of Japan's decades-long carry trade is forcing massive, rapid deleveraging across global markets.
- Rustin argues this $20 trillion reversal is a primary trigger for current market liquidations and plunging risk assets.
High-Frequency Trading Can Amplify Market Crashes
- Market structure and HFT behavior can mask broad manipulation and accelerate crashes via front-running and spoofing.
- Rustin highlights active lawsuits alleging naked shorting and spoofing as evidence of systemic market rigging.