In this episode, we sit down with Rational Root to explore whether bitcoin is on the verge of entering a parabolic growth phase. We discuss key indicators, including on-chain data, market cycles, and global liquidity trends, to assess the current state of bitcoin and its potential for rapid price acceleration. Root breaks down the importance of short-term holder behavior, ETF flows, and the psychology of the market. We also consider external factors, such as macroeconomic conditions and regulatory developments, that could fuel or hinder bitcoin's next major move.
SUPPORT THE PODCAST:
\u2192 Subscribe
\u2192 Leave a review
\u2192 Share the show with your friends and family
\u2192 Send us an email podcast@unchained.com
TIMESTAMPS:
01:40 Where are we in the 4 year cycle?
04:55 Bitcoin goes sideways or down a majority of the time
08:14 Cycles from the bottom
13:03 On-chain value map
21:21 Do ETFs change on-chain analytics?
24:00 Psychology of a bitcoin market cycle
26:23 Global liquidity catalyst
30:14 Short-term holder supply
34:38 Bitcoin ETF flows
43:30 Bitcoin ETF cost basis
45:55 Bitwise proof of reserves
49:40 HODL Model update
1:01:40 Closing thoughts
WHERE TO FOLLOW US:
\u2192 Unchained Twitter: https://twitter.com/unchainedcom
\u2192 Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom\xa0
\u2192 Unchained Newsletter: https://unchained.com/newsletter\xa0
\u2192 Joe Burnett\u2019s Twitter: https://twitter.com/IIICapital
\u2192 Rational Root\u2019s Twitter: https://x.com/therationalroot