The Mustard Seed Bitcoin Podcast

← The Mustard Seed Bitcoin Podcast9 sept. · 56 min

Is the Bitcoin Bottom In? The Data Says Yes | Matt Crosby

Is the Bitcoin Bottom In? The Data Says Yes | Matt Crosby9 sept.56 min

<p>Matt Crosby joins me to break down what the data is saying about Bitcoin today and whether the bear-market bottom is already behind us.</p><p><br></p><p>We discuss Bitcoin’s price and time capitulation, MVRV and on-chain valuation, long-term versus short-term holders, diminishing volatility, global M2 and DXY, the four-year cycle, and the signals Matt believes point toward a new phase of the Bitcoin market.</p><p><br></p><p>Timestamps:</p><p>00:00 Intro</p><p>00:38 Matt Crosby’s background and Look Into Bitcoin</p><p>02:30 How predictive is on-chain data?</p><p>08:28 Why Matt uses percentile-based Bitcoin valuation</p><p>14:24 Is the Bitcoin bottom in?</p><p>19:16 Why Bitcoin bear markets happen</p><p>24:25 Price capitulation vs. time capitulation</p><p>31:39 Bitcoin’s upside as volatility declines</p><p>36:20 Rethinking long-term vs. short-term holders</p><p>43:00 Is Bitcoin’s four-year cycle real?</p><p>49:00 Presidential cycles, seasonality and market myths</p><p>52:00 Long-term holder conviction and the next bull market</p><p>55:08 Where to follow Matt</p>