
BTC Sessions THIS Is Who's Behind The Biggest Bitcoin + MicroStrategy CRASH in 7 Years (Must See)
Jan 8, 2026
Join Bitcoin investor Jeff Walton, Marketing strategist Bevan Waite, and developer Will Kassrin as they dissect the recent Bitcoin and MicroStrategy crash. They reveal shocking insights about MSCI’s index changes and their impact on the market. The panel discusses coordinated media narratives and the bullish potential of institutional adoption through ETFs. Bevan shares insights on nation-state bond proposals, while Will highlights the future of Lightning integration. This conversation unveils the dynamics reshaping Bitcoin's landscape.
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Episode notes
Use Self-Custody During Market Drama
- Do hold self-custodial Bitcoin to avoid being impacted by speculative equity or coordinated social attacks.
- Cold storage insulated Ben personally from the strategy and Bitcoin price swings during the volatility.
ETFs Reshaped Bitcoin Demand
- ETF adoption has shifted demand structure from retail speculation to deep, recurring institutional flows.
- Rapid ETF inflows change market plumbing and create long-term secular demand for Bitcoin exposure.
Digital Credit Could Unlock Bond Markets
- Digital credit and securitized Bitcoin instruments can tranche volatility into yield-bearing products accessible to conservative capital.
- These instruments create new demand channels (bond markets, insurers, pensions) that could massively expand institutional allocation to Bitcoin.
