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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The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twi...

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DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

The crew tackles everything from the CFTC's controversial stance on prediction markets to the real-world impacts of rising crypto crime. Thank you to our sponsors!  Figure is giving away $25,0...

19 Helmi 53min

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The E...

18 Helmi 1h 7min

Uneasy Money: Are Institutions Creating a New Crypto Meta?

Uneasy Money: Are Institutions Creating a New Crypto Meta?

The crew unpacks BlackRock buying UNI, ARK, Citadel, DTCC, the Intercontinental Exchange and other TradFi players backing Zero, , Vitalik's thoughts on AI, and more.  Thank you to our sponsors! ...

16 Helmi 1h 13min

DEX in the City: Is Now the 'Perfect Time to Launch a Crypto Scam'?

DEX in the City: Is Now the 'Perfect Time to Launch a Crypto Scam'?

The market structure bill introduces a "control" test for DeFi protocols. The problem: nobody agrees on what control means. Figure is giving away $25,000 in USDC. Deposit into Democratized Prime, e...

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Why MegaETH Is Delaying Its Token and Rejecting Credible Neutrality

Why MegaETH Is Delaying Its Token and Rejecting Credible Neutrality

Namik Muduroglu and Amir Almaimani walk through MegaETH's launch strategy and why they are delaying the TGE. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Girl Months after its oversubsc...

13 Helmi 52min

Why Bitcoin Developers Are Not Incentivized to Talk About the Quantum Threat

Why Bitcoin Developers Are Not Incentivized to Talk About the Quantum Threat

Thank you to our sponsors! Figure Crypto Tax Girl Are bitcoiners underestimating the quantum threat to Bitcoin? That's the question Castle Island Ventures Partner Nic Carter has posed with ...

12 Helmi 1h 16min

Could a Non-Crypto Hedge Fund Have Pulled a Bitcoin ‘Big Short'?

Could a Non-Crypto Hedge Fund Have Pulled a Bitcoin ‘Big Short'?

Thank you to our sponsors! Figure Crypto Tax Girl What happened to Bitcoin on Feb. 5? And why does the apex crypto continue to underperform? DeFi Development Corp investment chief Parker W...

12 Helmi 47min

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