Bitcoin Just Did What It Did Before a 6X

<p>Bitcoin just posted its highest weekly close since January, up 43% on the quarter and roughly 50% off the bottom. Jackson, Michael and Brian make the bull case, then take on Ari Paul&#39;s Coinbase allegations and what they mean for custody concentration.</p><p><br></p><p>BOOK A CONSULTATION</p><p>Holding Bitcoin for decades raises two questions: who protects it, and how it reaches your family. Onramp answers both. Three institutions protect it, and no single one can lose it, move it, or use it. Inheritance built in. Insured through Lloyd&#39;s of London. Speak with our team to see if it fits.</p><p>👉 https://go.onrampbitcoin.com/consult-tlt-pod</p><p><br></p><p>GET ON THE LIST</p><p>Our research, event invites, and the week&#39;s Bitcoin news in one free email.</p><p>📩 https://go.onrampbitcoin.com/research-tlt-pod</p><p><br></p><p>ABOUT THIS EPISODE</p><p>Bitcoin closed its best week since January near $84,400, capping a quarter up about 43% and a move of roughly 50% off the bottom near $58,000. Brian argues there is no fake out: the last time Bitcoin bounced 50% off a bottom, in 2022, it went on to rally about six times. Michael points to rising bond yields, AI capex, private credit and inflation as the backdrop that makes Bitcoin the obvious safe haven, and the hosts debut Ask Onramp with its first listener question. They then walk through BlockTower founder Ari Paul&#39;s allegations that Coinbase concealed repeated hacks, which remain unproven and tied up in legal proceedings, and why custody concentration matters when one firm custodies most of the ETF supply. The back half covers Citigroup and Coinbase on stablecoin payments, Morgan Stanley&#39;s digital asset lab, AI agents and bank runs, the Blockstream lawsuits, and the White House AI accord.</p><p><br></p><p>CHAPTERS</p><p>00:00 - Welcome from Philly week</p><p>03:19 - Bitcoin&#39;s best weekly close since January, up 43% in Q3</p><p>04:30 - No fake out: 50% off the bottom and the 2022 6X</p><p>07:40 - October seasonality and rising bond yields</p><p>13:18 - The super bullish setup: bonds, capex, private credit</p><p>14:51 - Howard Marks, the rate hike and 21 million</p><p>16:23 - Sizing for your whole net worth</p><p>17:44 - Ask Onramp: can one company move my Bitcoin?</p><p>23:04 - Ari Paul&#39;s Coinbase hack allegations</p><p>27:58 - Why serious holders avoid single custodians</p><p>31:22 - Coinbase, the ETFs and custody concentration</p><p>34:50 - Too big to fail and a new way to custo