Bitcoin Bullrun | For How Long? | Guest: Joshua Frank, The Tie

Everyone says Bitcoin runs on a 4-year halving cycle... but what if that era is over? Former hedge fund manager James Lavish joins Scott Melker to explain why Bitcoin’s next major moves won’t be driven by the halving, but by global liquidity cycles, Fed policy, and a changing macro landscape. From shrinking bank reserves to political pressure on the Fed, James reveals the hidden forces that will shape Bitcoin’s price over the next decade. If you still think it’s “just the halving,” you’re already behind.

30 Nov 1h 2min

The same institutions that once tried to kill Bitcoin are now building with it. With Ryan Rotolo, producer of The Wolf of All Streets, we dig into the shocking reversal unfolding across traditional finance, from Texas establishing a state Bitcoin reserve to JPMorgan issuing its first Bitcoin-backed bond. Are the world’s biggest banks finally embracing crypto, or are they quietly setting the stage to control it? We break down the truth behind their flip-flopping narratives, what this means for Bitcoin’s next phase, and how institutional adoption is reshaping the future of money.

26 Nov 33min

Banks are now sitting on more than $300 billion in unrealized losses, raising fresh concerns about balance-sheet stability just as another major economic data release was suddenly canceled, adding fuel to fears that policymakers may be hiding deeper cracks in the system. Liquidity stress is building, bond portfolios are bleeding, and confidence in the traditional banking sector is sliding fast. With warning signs flashing across the economy, Bitcoin is showing unusual hesitancy—hovering quietly as markets brace for what could be a much larger shock. Is Bitcoin signaling trouble ahead… or preparing for a major macro breakout as the banking system strains under mounting pressure?

25 Nov 54min

Bitcoin may be forming a bottom as markets bet on a December Fed rate cut, even after a $1 trillion crypto wipeout and Bitcoin’s worst month since 2022. Whales are accumulating, stocks are rallying, and rate-cut odds are surging—but the market is still on edge as MicroStrategy faces delisting warnings, JPMorgan is accused of blocking Bitcoin transfers, and crypto treasury firms feel pressure from rising ETF competition. Here’s what today’s headlines mean for Bitcoin’s next move.

24 Nov 1h

Bitcoin has surged 5x since 2023... but according to Anthony Scaramucci, the real bull market hasn’t even begun. In this in-depth interview, we break down why the recent selloff could be setting the stage for Bitcoin’s next major rally, how institutional adoption and ETF flows are changing the game, and why the altcoin market is facing a brutal reset. Scaramucci shares his $150K Bitcoin outlook, explains how Gensler accidentally saved crypto, and reveals which assets could dominate the next cycle.

23 Nov 53min

Bitcoin’s price crash continues to dominate markets as the crypto sector wipes out more than $1 trillion in value, Bitcoin heads for its worst month since the 2022 collapse, and ETF outflows. Whales are quietly accumulating while retail panic grows, MicroStrategy faces index-delisting risk, and sovereign players like Abu Dhabi are taking heavy hits after ramping up BTC exposure near the highs.

21 Nov 31min

The crypto market has now erased more than $1 trillion in value as Bitcoin plunges into bear-market territory, ETFs see record outflows, and global risk sentiment continues to deteriorate. Bitcoin’s drop into the high-$80Ks has sparked fears of a deeper unwind, while whales quietly accumulate and regulators shift their stance on digital assets. At the same time, Nvidia’s blockbuster earnings are clashing with growing AI-bubble warnings, Japan’s bond shock is threatening a massive yen carry-trade unwind, and macro volatility is rising everywhere from equities to FX. In today’s video, we break down whether this relief bounce is real—or just a classic dead-cat setup as the market faces its most dangerous moment in years.

20 Nov 36min

This Crypto Town Hall session dives deep into the state of the crypto market, regulatory developments, and technological innovation on the Bitcoin blockchain. The hosts and guests discuss current market conditions, the persistent impact of single points of failure like Cloudflare, and a comprehensive review of crypto regulation, with clarity on token taxonomy and the evolving legal landscape. The conversation also features an in-depth segment with guest Iago on Bitcoin OS, a new project bringing programmability and scalability to Bitcoin without changing the main chain. The discussion highlights the ongoing debate on the Bitcoin four-year cycle and its potential breakdown, market sentiment, and the growing role of institutions in the crypto space.

19 Nov 1h 16min