Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor
Unchained6 Maalis

Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model. Thank you to our sponsors! ⁠Nexo ⁠Crypto Tax Girl Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for? STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it’s not beyond Wall Street to manipulate an asset. They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs. Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market. Guest: ⁠Marcus Wu, Research Analyst at Delphi Digital Joe Vezzani, Co-founder and CEO of LunarCrush Will Clemente, Investments at STIX Previous appearances on Unchained: Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183 Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving Links: Unchained:⁠⁠ Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Is Nic Carter Exaggerating Bitcoin’s Quantum Risk? Yes, Says One Core Dev Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit Crypto’s Black Friday Was Its Largest Liquidation Ever. What the Hell Happened? Will’s essay Climbing a Broken Ladder: A message to my fellow Zoomers Marcus’s Bitcoin game theory model Bitcoin Game Theory on Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices

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Landmark Regulation, ICOs, Downtober & Privacy: 2025 Crypto Year in Review (Part 2) - Ep. 991

Landmark Regulation, ICOs, Downtober & Privacy: 2025 Crypto Year in Review (Part 2) - Ep. 991

Thank you to our sponsors! Uniswap Mantle 2025 was a year of mixed outcomes for crypto. The industry got landmark stablecoin regulations in the U.S. but with a major limitation. Bitcoin...

30 Joulu 20251h 18min

2025 Crypto Year in Review, Part 1: Shit Talking Edition - Ep. 990

2025 Crypto Year in Review, Part 1: Shit Talking Edition - Ep. 990

Crypto natives entered 2025 with many expectations, but bingo cards likely did not include world leaders launching memecoins. In this first installment of a two part Unchained Special, Ambient Financ...

26 Joulu 20251h 4min

DEX in the City: How Even TradFi Wants to Pass the Crypto Market Structure Bill - Ep. 989

DEX in the City: How Even TradFi Wants to Pass the Crypto Market Structure Bill - Ep. 989

In this Christmas Eve episode of DEX in the City, hosts Jessi Brooks, Katherine Kirkpatrick Bos, and Vy Le break down a pivotal moment for crypto: the industry is no longer operating as a self-contain...

24 Joulu 202550min

How Crypto Users Get Rekt and How You Can Stay Safe - Ep. 987

How Crypto Users Get Rekt and How You Can Stay Safe - Ep. 987

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Security remains work in progress for crypto — and that may be putting it mil...

24 Joulu 20251h 18min

Bits + Bips: Will Crypto Rise on Liquidity or Will 2026 See Another Washout? - Ep. 988

Bits + Bips: Will Crypto Rise on Liquidity or Will 2026 See Another Washout? - Ep. 988

Thank you to our sponsor, Mantle. Sign up for their hackathon here!After a “weird” year in the markets, hosts Ram Ahluwalia and Christopher Perkins are joined by Ava Labs’ President John Wu for a cand...

23 Joulu 202555min

Lessons From A Successful Tokenization Project & What Market Structure Reveals About Trump-Linked WLFI’s False Promises: Bits + Bips - Ep. 986

Lessons From A Successful Tokenization Project & What Market Structure Reveals About Trump-Linked WLFI’s False Promises: Bits + Bips - Ep. 986

In this double-header episode of Bits + Bips, Steven Ehrlich first speaks with Figure CEO Mike Cagney about why most tokenization projects fail, how Figure built an onchain mortgage replacement, and w...

20 Joulu 20251h 3min

DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead - Ep.985

DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead - Ep.985

In this combined episode of Unchained, Steven Ehrlich first breaks down why crypto treasury stocks (DATs) have swung from massive premiums to deep discounts, why comparisons to GBTC can be misleading,...

20 Joulu 202554min

Uneasy Money: Why Tokenholders Have No Rights & Why Every DAO ‘Has Failed’ - Ep. 984

Uneasy Money: Why Tokenholders Have No Rights & Why Every DAO ‘Has Failed’ - Ep. 984

Thank you to our sponsor, Multichain Advisors!What rights do token holders have? Is everyone getting rugged? In this episode of Uneasy Money, Ethena founder Guy Young joins hosts Kain Warwick, Luca N...

19 Joulu 20251h 14min

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