ATHs Podcast: What Bitcoin Did
Discussing the Current Leg Up
Dear Bitcoiners,
An early newsletter this week! I’m excited to share my latest appearance on the What Bitcoin Did podcast. This episode was requested in the comments of a previous newsletter—so I hope you enjoy it!
In this conversation, Danny and I dive deep into the current leg up, how it fits within the 4-year cycle, and what’s different this time on-chain. I also share my take on the latest developments, and honestly, I think this one was a killer show!
Here’s an overview of the topics discussed, including links to live charts:
Bitcoin & Macro:
Risk-on performance & dynamics
Year-to-date consolidation
Is this leg sustainable?
The Psychology of the Market Cycle:
Trill & Euphoria
Price Action: The Current Leg Up:
STH cost basis over $100K
Over- and undervaluation based on standard deviation
Structured channel
Will Retail Hype Return?
STH Supply as a proxy for hype
Gradual adoption or euphoria?
Key On-Chain Signals:
How this cycle is different
Bitcoin Treasury Companies:
Passive flows
Limited downside
Prolonged Bull Market:
4-year or elongated cycle
Value Map & heavy overvaluation
To stay ahead of the cycle, get access to all the top-tier indicators discussed in this episode. 👉 Claim your 25% LIFETIME discount today!
Without further delay, here’s my latest appearance on What Bitcoin Did:
As always, your thoughts and feedback are appreciated. Let me know what you think of the episode in the comments! 🧡 👊
Until next week, 🫡
-Root