cover of episode BTC210: 2024/25 Bitcoin Bull Market Overview w/ James Check (Bitcoin Podcast)

BTC210: 2024/25 Bitcoin Bull Market Overview w/ James Check (Bitcoin Podcast)

2024/11/27
logo of podcast We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

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Shownotes Transcript

In this episode, we dive into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin’s price potential and regulatory impacts. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:47 - Why Bitcoin exchange balances have declined and what this signals.

03:28 - Why Australian Bitcoiners are prominent despite lagging national adoption.

07:10 - The role of OTC exchanges in today’s BTC transactions.

11:04 - Whether on-chain analysis remains relevant amid OTC and ETF purchases.

16:46 - Insights gained from on-chain data and UTXO analysis.

20:57 - How technical analysis is perceived in the crypto community.

27:54 - Key headwinds Bitcoin may face over the next two years.

30:58 - Potential market impact if the US attempted large-scale BTC purchases.

31:24 - Thoughts on the premium valuation for MicroStrategy (MSTR).

42:31 - Implications of super cycle theory for Bitcoin's long-term value.

49:15 - Potential effects if Satoshi Nakamoto moved Bitcoin from dormant wallets.

52:12 - Theories surrounding Bitcoin's Power Law and Stock-to-Flow model.

54:11 - What constitutes an "Euphoria Zone" in the crypto market today.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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