Frontier Podcast Episode: Bitcoin at an Inflection Point

Macro, 4-year Cycle & On-Chain Insights

Dear Bitcoiners,

I'm excited to share my latest podcast appearance with Joe Burnett, on the Bitcoin Frontier podcast!
In this episode, we dive into the inflection point Bitcoin is approaching, covering everything from macro trends to on-chain insights.

As a reminder, last week’s newsletter previewed some charts of this conversation. Today, the full discussion is live!

Key Topics We Discussed:

Macro Developments

• The Trump Trade War, intentions, and the possible paths forward

• Bitcoin fundamentals: BTC, Lightning, Ark, eCash

• Regulatory developments: Strategic Bitcoin Reserve (SBR), institutional adoption

Bitcoin in the Macro Setting

• Bitcoin vs. S&P 500: Correlation and RSI insights

• Bitcoin vs. Gold: Correlation and RSI trends

• Bitcoin built on optimism: liquidity-driven, not fear-driven like gold

• The early signs of potential decoupling

The 4-Year Cycle

• Bitcoin Strategy Cheat Sheet: the Intermission Phase

• Live 3D Spiral Chart: steady at the surface.

Price Action & On-Chain Signals

• Value Map: No heavy overvaluation yet

• Short-Term Holder (STH) Supply behavior

• STH Cost Basis and Standard Deviations: Tracking Consolidation Progress

• Critical Moment: Key Levels to Watch

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This conversation covers everything you need to know about the broader macro environment, Bitcoin’s position in the cycle, and the on-chain indicators that matter most right now.

Without further delay, you can watch the full episode here:

As always, your thoughts and feedback are welcome, feel free to share them in the comments! 🧡

Until next week, 👊

-Root