Bitcoin Crashed. What Comes Next? | Joe Consorti

Описание: Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels.

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Joe Consorti: https://x.com/JoeConsorti

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CHAPTERS:
00:00:00 - Introduction
00:00:45 - Post ETF Market Structure
00:03:09 - This Is Not A Bitcoin Native Sell Off
00:07:46 - Why Rate Cuts Are A Mathematical Necessity
00:15:54 - Why Gold Outperformed Bitcoin
00:19:39 - Does The Four Year Cycle Still Matter
00:23:25 - ETF Holders Versus Spot Sellers
00:38:05 - Coinbase Premium And US Selling
00:49:49 - Why Equities Have Not Felt The Pain Yet
00:53:11 - Bitcoin As The Global Liquidity Alarm
00:57:16 - Trump Warsh And Asset Price Incentives
01:01:01 - Why Cuts And Balance Sheet Expansion Return
01:17:25 - Why Bitcoin Bottoms Before Stocks

What Bitcoin Did with Danny Knowles

#Bitcoin #Finance #Money #Economics