The Final Hurdle Before The Next $BTC Bull Run w/ @BitwiseInvest CIO @Matt_Hougan, Head of Research @RasterlyRock & @Jesseeckel
The biggest misread in crypto right now?
OG selling isn’t bearish; it’s the distribution phase before institutional liftoff.
Think Facebook at $38.
Here’s what Bitwise sees coming
⏱ TIME POINTS ⏱
00:00 – Intro
01:31 – Bitcoin’s Silent IPO Phase
04:52 – Are OGs Selling a Bearish Sign?
07:04 – Visser’s Take Hits the Market
09:11 – Jesse’s Bitcoin Outlook
13:00 – Gov Shutdown = Liquidity Drain
17:25 – What the TGA Actually Does
19:47 – Bridge
20:09 – Gemini
20:47 – What Investors Are Getting Wrong
24:40 – Who Got Wiped Out in This Crash?
28:40 – Retail Sentiment Check
32:25 – Portfolio Allocation Shifts
37:15 – Figure Markets
37:50 – $SOL ETF Is Crushing It
40:30 – PolyMarket Degens Unite
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