NEW "What Bitcoin Did" Episode!

Macro, Market Cycle, Institutional Adoption

Dear Bitcoiners,

I'm excited to share my latest appearance on the What Bitcoin Did podcast! An early newsletter this week as the episode just went live and is packed with valuable insights!

In this episode, hosted by Danny Knowles, we dive into the current phase of the Bitcoin cycle, discuss key macro trends, break down current price action, and reveal NEW data on institutional adoption with regards to ETF holdings!

Key Topics Discussed:

Macro Overview

• Where are we in the cycle? (Live 3D Spiral Chart)

• Trump administration changes & geopolitical impact

• DXY vs. Bitcoin & market cap growth across presidential terms

• Larger macro trends: diminishing returns & scarcity (HODL Model)

Current Price Action

• STH Cost Basis and recent movements

• Pullback Indicator: A distributed pullback

Outlook & Indicators to Watch

• STH Supply: When is the cycle peak?

• Value Map & MVRV: Upside potential

Institutional Adoption (NEW)

• ETF holdings breakdown: Institutions vs. retail ownership!

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Nearly all charts discussed in the episode are available live on the Bitcoin Strategy Platform. As a paid subscriber, you get access to all these top-tier indicators to stay ahead of the cycle. 👉 Claim your 25% LIFETIME discount today!

Without further delay, here’s the newest "What Bitcoin Did" episode:

As always, your thoughts are invaluable. Let me know what you think of the show in the comments! 🧡

Until next week, 👊

-Root