The Bear Market Is Just Getting Started| Andy Edstrom

Описание: "Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet."

Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's spot price.

Key Topics Covered:
Market Cycles: Why the cycle top hit exactly the same number of days past the halving as the prior cycle.
Portfolio Management: Why being 100% allocated to Bitcoin is not for everyone.
Valuation: Is the bottom in? Andy explains why he’d buy heavily in the $40s.
Macro outlook: Investing in Energy, Commodities, and navigating geopolitical conflict.

FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Andy Edstrom: https://x.com/edstromandrew

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WEBSITE: https://www.whatbitcoindid.com/

TIMESTAMPS:
00:00:00 - Introduction
00:00:32 - Calling the Bear Market
00:02:01 - Is The Four-Year Cycle Really Dead?
00:06:52 - Liquidity Cycles And Michael Howell's Warnings
00:14:51 - Do The ETF And Saylor Change Markey Dynamics?
00:18:13 - Bitcoin Is Not Savings
00:23:02 - Bitcoin Vs Gold Market Share
00:25:27 - The Death Of The Dollar Is Exaggerated
00:32:41 - Scenario Analysis: Portfolio Positioning
00:37:06 - Is Bitcoin Stupid Cheap Yet?
00:43:50 - The Case Against Being All-In Bitcoin
00:50:09 - Variant Perception And Why Bitcoin Isn't A Secret Anymore
00:53:03 - Did Treasury Companies Hurt The Bull Market?
01:01:15 - Will Treasury Companies Trade At A Premium Again?

What Bitcoin Did with Danny Knowles

#Bitcoin #Finance #Money #Economics