Workflow
Benjamin Cowen
icon
Search documents
Bitcoin Movement
Benjamin Cowen· 2025-08-11 20:27
So, Bitcoin is nearing new all-time highs. Again, the prior all-time high is just over 123,000. And right now, it's approaching, Bitcoin is approaching 122,000.Now, one of the things to remember, we put out a video on this about a week ago or so. We discussed Bitcoin monthly returns in post having years in the month of August. And you can see an interesting pattern emerges. ...
Bitcoin Bull Market Support Band
Benjamin Cowen· 2025-08-11 03:13
Market Analysis and Predictions - Bitcoin is approaching its prior all-time high of just over 123,000 [2] - Historical patterns suggest Bitcoin may continue to perform well for most of the current month, followed by a pullback in September to the bull market support band, and then a potential market cycle peak in the fourth quarter [5] - If historical patterns continue, a slight pullback in September could correspond to a final drop by all Bitcoin pairs potentially to the range lows [10] - The analyst estimates that all Bitcoin pairs will find a local top around late August [12][13] - Ethereum's valuation is likely to continue to increase against Bitcoin for the next couple of weeks [16] Bull Market Support Band - The bull market support band currently ranges from around 105,000 to 107,000, and is moving up [7] - If the price were to stay constant, the 20-week SMA would be around 110,000 to 115,000 by mid-September [9] - The analyst suggests that wherever the bull market support band ends up being in September is probably where the next pullback will be [17] Historical Cycle Comparison - Previous cycles ended around day 1,59 and day 1,67, suggesting potentially a couple more months in the current cycle [6] - In prior post-halving years, July and August were green, with a slight pullback in September before going into the market cycle top [10] - Altcoins tend to drop against Bitcoin during both Bitcoin pullbacks and rallies [11][12]
Ethereum Breaks $4k!
Benjamin Cowen· 2025-08-10 03:51
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Ethereum as it has finally broken through $4,000. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and check out the sale on into the cryptoverse premium at into the cryptoverse.com where we have covered this move fairly closely for the last several years. this move by Ethereum and we're going to go through that in this video as well. Talk about, you know, what's ha ...
How to Fix the Real Estate Market
Benjamin Cowen· 2025-08-08 16:22
Interest Rates and Housing Affordability - Lowering interest rates by the Federal Reserve (Fed) does not inherently make housing more affordable; in some cases, it can make it less affordable [2][3] - Mortgage rates are more dependent on the long end of the yield curve (e.g., 10-year and 30-year yields) and typically trade 1.5% to 2% higher due to associated risks [6] - The Fed is projected to lower interest rates in September, but this may change based on labor market reports and inflation readings [7] - If the Fed cuts rates preemptively to avoid a recession, it can reignite "animal spirits," causing markets to rise and the bond market to reprice inflation risk, potentially increasing mortgage rates [12][13][14] - Cutting rates prematurely may worsen the real estate market [34] Asset Prices and Housing Market Improvement - Lower asset prices are needed to achieve a durable improvement in housing affordability [22][23][25] - Lower asset prices lead to a lower long end of the yield curve, which in turn leads to lower mortgage rates [39] - The market may take 6 to 12 months to accept the reality that lower asset prices are necessary to improve the real estate market [23] Market Dynamics and Future Outlook - The housing market is currently seeing a drop in new privately-owned housing units under construction due to unaffordability [20][21] - The author anticipates that after a second round of rate cuts, potentially starting in September, the long end of the yield curve will likely increase, leading to higher mortgage rates [29][30] - It may take a couple of years for the market to accept that lower asset prices are needed to improve the real estate market [33]
Bitcoin Monthly Returns
Benjamin Cowen· 2025-08-07 02:50
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin monthly returns. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Remember, when we talk about what tends to happen, that doesn't mean that it always has to play out like that. For example, September is normally a red month, but every so often it ends up being green.When ...
Why Does This Crypto Cycle Feel Different?
Benjamin Cowen· 2025-08-05 22:09
Hey everyone and thanks for dropping back into the cryptoverse. Today we're going to talk about the advanced decline index for the top 100 cryptocurrencies. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. If this cycle continues to feel differently to you than last cycle, it's because it still is. this cycle looks a lot more like what we saw back in say like 2016 and 201 ...
Bitcoin Market Cycles
Benjamin Cowen· 2025-08-04 11:49
Market Cycle Analysis - Bitcoin has increased approximately 7x from the cycle bottom [2][6] - The analysis suggests diminishing returns are likely in the current cycle [3][6][12] - As of August 1st, the market cycle is on day 996 from the bottom [3] - Historical data indicates potential market cycle tops around 2026, aligning with midterm year bear market patterns [4] ROI and Timing - The analysis considers ROI from the cycle low, peak, and post-halving to assess potential future movements [7][9][13] - Measuring from the April peak may be misleading, the November peak is considered the actual market cycle top [8] - As of August 1st, the analysis is on day 1362 from the cycle peak [7] - As of August 1st, the analysis is on day 468 post-halving [10] - Historical patterns suggest a potential final rally in the second half of the year [9] - Diminishing returns are correlated with diminishing losses in each cycle [12]
Ethereum: Dubious Speculation
Benjamin Cowen· 2025-08-03 03:24
Hey everyone, thanks for jumping back into the cryptoverse. Today we're going to talk about Ethereum dubious speculation. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Let's go ahead and jump in. So, we just had a a jobs report recently and of course, Ethereum uh and risk assets alike were not too fond of it as there were a significant amount of revisions to some of th ...
Unemployment Rate Rises to 4.2%
Benjamin Cowen· 2025-08-01 23:55
Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about the recent labor market reports this week and how it is affecting markets. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. If you're curious about this stuff uh more timely, we do have the ITC macro Twitter account that you can follow along with. I'll also tweet stuff out from m ...
Bitcoin: The Beauty of Mathematics (Part 61)
Benjamin Cowen· 2025-08-01 03:45
Market Valuation & Trends - The fair value of the cryptocurrency asset class is estimated to be approximately $4.137 trillion, while the actual value is around $3.782 trillion [2] - This represents an undervaluation of approximately 8.58% [3] - The asset class is expected to trend towards a market cap of $10 trillion, but pullbacks and even a bear market are possible before 2026 [19][20] Altcoin Dynamics & Bitcoin Dominance - To see a more durable move to being overvalued, the altcoin market has to participate [5][12][18] - The industry is potentially in a blue chip dominance phase, where Bitcoin and Ethereum are drawing liquidity from other altcoins [12][13][18] - Bitcoin dominance could see another surge potentially starting in late August, September, or October [13] - It is possible for both Bitcoin dominance and ETH/Bitcoin to increase simultaneously, as altcoins can bleed to both Bitcoin and ETH [14][15][16][17] Historical Context & Risk Assessment - Overvaluations can lead to bear markets, as seen in 2022, 2018, and 2014 [8][9] - Extensions from the fair value in March 2024 were about the same as in December 2024, with undervaluation drops of around 30-35% [10][11]