Bitcoin Magazine

Crypto Analyst Lark Davis: The Bitcoin Bull Run has Begun

Bitcoin has been trading sideways in the $80Ks, but Lark Davis says we’re on the cusp of the next major cycle. The crypto investor and YouTuber joins Grace Remington and Sean Hagan to explain why a dozen on-chain and technical indicators, from record whale accumulation to the two-week MACD, point to a market bottom at $57K. He also explains why the trauma of the bear market makes it hard to believe things could get better.

Chapters:
0:00 – Lark Davis: Are We on the Cusp of the Next Bitcoin Bull Run?
1:13 – Why the Bitcoin Bottom Is Likely In at $57K
1:53 – Early in a New Bull Market: Opportunity in Bitcoin and Altcoins
2:33 – Why Bitcoin Dominates ETF Inflows
4:07 – ETF Flows as a Percentage of Market Cap
5:28 – Is the Four-Year Cycle Dead?
8:31 – The Gold ETF Parallel: How ETFs Are Changing Bitcoin
10:00 – The Shallowest, Shortest Bear Market Ever
12:08 – The Strategic Bitcoin Reserve and the Clarity Act Outlook
15:15 – Why Codifying a Bitcoin Reserve Would Add Legitimacy

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post Crypto Analyst Lark Davis: The Bitcoin Bull Run has Begun first appeared on Bitcoin Magazine and is written by Patrick Green.

Bitcoin Magazine

James Van Straten: BTC Bull Market Has Begun – Rotation from Gold Driver Back to $126K

Where will the money for Bitcoin’s next rally come from? CoinDesk’s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could mean for Bitcoin. He explains how stablecoin inflows have historically trickled into Bitcoin and why that could repeat. The discussion also covers Scott Bessent’s bond buybacks and the strong Bitcoin and gold rally that followed.

Chapters:
00:00 Bitcoin one year after its $126K all-time high
00:41 Why February was the Bitcoin bottom
01:24 Volatility and time compression in the Bitcoin cycle
02:06 Options overwriting and the institutional cycle
03:07 Will institutional demand make the bull market less violent?
04:22 Bitwise report: are Bitcoin holders becoming long-term?
06:20 Rate hikes, 10-year yields and the fiat system
08:35 Where Bitcoin’s next leg higher comes from: gold and equities
10:05 Euro contagion risk and the French bond market
12:09 Tokenization, altcoins and the 24/7 liquidity problem

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post James Van Straten: BTC Bull Market Has Begun – Rotation from Gold Driver Back to $126K first appeared on Bitcoin Magazine and is written by Patrick Green.

Bitcoin Magazine

CryptoQuant: BTC “Bull Run Has Started” – 3x to 5x Cycle Outlook | Ki Young Ju

Is the next Bitcoin move a 10x or a 3 to 5x? CryptoQuant founder Ki Young Ju says he expects about 3 to 5x from the lows, not another 10x, because institutional ETF and custody flows dampen volatility. He explains why he thinks the bear market ended this summer and what on-chain data is showing right now.

Chapters:
0:00 What On-Chain Data Shows: Fresh Capital and No More Whale Selling
1:44 The Bear Market Is Over: 3 to 5x, Not Another 10x
3:19 The PNL Index and ETFs as the Cycle’s Liquidity Channel
5:39 ETF Cost Basis in the Low-to-Mid $80Ks: The Institutional Bull-Bear Line
6:18 How Institutions Changed On-Chain Analysis: Custodial and Accumulation Wallets
9:18 Nearly $700 Billion in Realized Cap and Trillions Next Cycle
10:36 Who Is Buying? Reading Coinbase’s Wallet Flows
13:35 Top Signals: Behavioral, Not Price Levels
15:22 Is the Four-Year Cycle Invalidated?
16:31 Miner Costs and What They Imply for Price

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post CryptoQuant: BTC “Bull Run Has Started” – 3x to 5x Cycle Outlook | Ki Young Ju first appeared on Bitcoin Magazine and is written by Patrick Green.