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What Opportunities Could We Expect
Benjamin Cowen· 2025-12-15 21:20
I just want to go through why is it dropping. What opportunities could we expect. Because usually midterm years while they are sort of the they sort of incorporate or encompass the bare market, they often lead to opportunities.All right. And the opportunities come to those who are patient and and who who are able to stick around even when it truly does get boring. ...
Bitcoin: The Beauty of Mathematics (Part 65)
Benjamin Cowen· 2025-12-13 05:14
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin, the beauty of mathematics part 65. 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, normally I do these videos on the first of the month, but I was traveling a lot.I I was in Dubai, as I'm sure many of you guys know. Um, so I didn't reall ...
Some of the Best Times to Buy Bitcoin
Benjamin Cowen· 2025-12-12 18:50
Historically, some of the best times to buy Bitcoin are when the onchain risk drops to between zero and 0.1%. So, if it does drop back down there sometime in 2026, just know that usually that's a pretty good time to buy Bitcoin. A great time to sell is often when you go to the euphoric levels, above 0.8% risk.But as we've said before, dynamic DCA is the way to go. That way, when you get non-uporic tops, it at least allows you to skim something off so you're not just sitting there taking no profits at all. U ...
Crypto Fundamentals with Guy from Coin Bureau
Benjamin Cowen· 2025-12-12 16:20
Regulatory Landscape & Market Impact - The US regulatory environment for crypto has improved significantly, with potential for further improvement through the GENIUS Act and Clarity Act, though the latter is delayed until potentially 2026 due to a government shutdown [11][12][13] - The SEC's stance has shifted from hostile under Gary Gensler to actively encouraging crypto development under Paul Atkins, aiming to solidify America's position in the global crypto industry [13][14] - The innovation exemption, expected to come into force in January 2026, could remove constraints on the crypto industry, particularly benefiting DeFi sectors [15] - Stricter reporting requirements are coming into effect in the EU, UK, and US from 2026, impacting centralized exchange users and potentially reducing tax evasion opportunities [31][32] Stablecoins & Global Adoption - Stablecoins are increasingly used globally, especially in countries like Pakistan, India, and Vietnam, for remittances and financial transactions [17][18] - Stablecoins benefit the US government by creating demand for US treasuries and strengthening the US dollar [42][44] - Tether (USDT) has a market cap exceeding $100 billion and is buying gold and Bitcoin, while Circle (USDC) became a public company [43][47][48] - Stablecoin issuers are starting to build their own blockchains to capture fees, exemplified by chains like Plasma [52][53] Industry Trends & Challenges - The crypto industry faces an identity crisis, with a sense of disappointment due to the lack of a traditional euphoric bull run and concerns about the proliferation of memecoins [5][18] - The launch of Pumpfun in early 2025 contributed to a memecoin craze, leading to questions about the industry's direction and legitimacy [18] - AI has captured significant mind share, diverting attention from crypto, which thrives on attention [23] - Crypto adoption is rising globally, but the industry still struggles with a perception of illegitimacy and value extraction [17][23]
Into The Cryptoverse Party 2025 - Amsterdam
Benjamin Cowen· 2025-12-11 15:56
So great seeing everyone at the conference and ITC Party in Amsterdam! Song: Ronin Composer: Yoitrax Website: https://www.youtube.com/channel/UCz8VLO0XtHqntpAlx0-XtfA License: Creative Commons (BY 3.0) https://creativecommons.org/licenses/by/3.0/ Music powered by BreakingCopyright: https://breakingcopyright.com --------------------------------------------------------------------------------------------------------- Into The Cryptoverse Premium CURRENTLY ON SALE: https://intothecryptoverse.com Into The Crypt ...
Bitcoin Pre-FOMC
Benjamin Cowen· 2025-12-09 13:31
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin prefc. 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 intothecryptoverse.com. Let's go ahead and jump in. So, we are about to have FOMC on December 10th.And what you'll notice is that the markets are expecting a rate cut, right. About an 87% chance of a rate cut. Let me go ahead and reload this ...
Bitcoin On-Chain Risk
Benjamin Cowen· 2025-12-08 05:31
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be looking at the onchain risk metric. 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. You can get access to this chart via the website. check out the link in the description below or the pinned comment.Let's go ahead and jump in. So, there's a lot of oncha ...
It Makes Sense To Say...
Benjamin Cowen· 2025-12-07 12:19
At the end of the day, what if the four-year cycle is intact. And what if we do get a bare market rally at some point back to 100K and it draws people back in only to eventually go lower into the summer of 2026. I think that's very well likely what will happen.And the reason I say it is because while from a timing perspective, this bare market could not start, I mean, it it it couldn't be any more the same as all the other prior cycles, Q4 of every post having year. How could we pretend like it can't happen ...
Bitcoin: A Different Kind of Bear Market?
Benjamin Cowen· 2025-12-05 11:28
Market Cycle Analysis - The cryptocurrency industry observes Bitcoin tends to peak in Q4 of post-halving years, potentially recurring in Q4 2025 [3] - The industry notes current social interest in crypto is significantly lower compared to 2021 and 2017, indicating a different market dynamic [7] - The analysis suggests the recent Bitcoin bull market resembles the 2019 pattern, with a potential bare market rally to $100,000 before further decline into summer 2026 [9][10] - The report considers a scenario where Bitcoin's top occurred before the Federal Reserve's balance sheet expansion, similar to 2019, suggesting continued bleeding until significant monetary easing [14][15] Monetary Policy Impact - The analysis posits that substantial Bitcoin breakout requires looser monetary policy, likely triggered by an S&P 500 crash [16] - The report mentions the Federal Reserve chair is likely to be replaced in the summer of 2026, potentially leading to aggressive rate cuts [17] Bitcoin Dominance and Altcoins - The industry is bullish on Bitcoin dominance due to the end of quantitative tightening (QT), drawing parallels to 2019 [20][21] - The analysis anticipates a potential spike in Bitcoin dominance, followed by altcoin lows against Bitcoin until looser monetary policy is implemented [22] Potential Bare Market Scenarios - The report speculates on a bare market lasting until approximately October 2026, potentially resembling the 2019 pattern due to a non-euphoric top [23][26] - The analysis suggests a possible Bitcoin drop to $60,000-$70,000 by the summer, potentially marking a low before a rebound [35] - The industry notes Bitcoin tends to return to the 200-week moving average in midterm years, currently around $56,000 [34]
Bitcoin Dominance To Soar Again?
Benjamin Cowen· 2025-12-03 20:14
Market Analysis & Bitcoin Dominance - Bitcoin dominance has been increasing, defying expectations that it would decrease immediately after the end of quantitative tightening (QT) [3] - The current market situation shares similarities with 2019, where Bitcoin topped before the Federal Reserve's balance sheet expansion [1] - Bitcoin's top formation occurred on apathy rather than euphoria, unlike the tops in 2017 and 2021, indicating a lack of new retail investor interest [3][4] - Historically, Bitcoin dominance tends to reverse course in September, regardless of its prior direction [8] - Total 2 minus USDT divided by Bitcoin has been dropping, suggesting a predictable pattern [11] Quantitative Tightening (QT) & Federal Reserve Policy - The end of QT on August 1st, 2019, did not immediately lead to a decrease in Bitcoin dominance; it initially rose before declining when the Fed's balance sheet expanded [2][3] - The balance sheet may not expand immediately after QT ends, potentially delaying recognition until January 2026 [13] - Interest rates remain high (4%), unlike the previous cycle when Bitcoin dominance topped out with rates at 2% [30] - The difference between interest rates and the 2-year yield is a key indicator; a smaller difference or a Fed funds rate below the 2-year yield is more conducive to altcoin market performance [33] Altcoin Market & Future Outlook - Altcoins may experience another drop against Bitcoin before potentially finding a low when the Fed's balance sheet starts to expand [27] - Alt seasons typically require social risk appetite and new retail investors, which are currently lacking [23][35] - Altcoins often form a low in the summer followed by a double bottom in Q4, or vice versa [25][26][27] - Ethereum could potentially reach a new all-time high even if Bitcoin does not, but it would likely be a divergent high [24]