2024-12-24T16:42:26+0800

Join us as we discuss the decline in Bitcoin exchange balances, the role of OTC trading, and the value of technical analysis in crypto. We explore premium valuations for BTC-linked stocks, debate super cycle theories, and speculate on the impact if Satoshi moved Bitcoin. We also examine the significance of nation-state adoption, upcoming headwinds, and the evolving importance of the Bitcoin halving. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:39 - Why Australian Bitcoiners are prominent despite lagging national adoption. 00:01:38 - The role of OTC exchanges in today’s BTC transactions. 00:08:08 - Insights gained from on-chain data and UTXO analysis. 00:12:22 - Why Bitcoin exchange balances have declined and what this signals. 00:16:54 - Whether on-chain analysis remains relevant amid OTC and ETF purchases. 00:21:09 - How technical analysis is perceived in the crypto community. 00:28:27 - Key headwinds Bitcoin may face over the next two years. 00:32:15 - Thoughts on the premium valuation for MicroStrategy (MSTR). 00:46:40 - Implications of super cycle theory for Bitcoin's long-term value. | Potential market impact if the US attempted large-scale BTC purchases. 00:56:56 - Theories surrounding Bitcoin's Power Law and Stock-to-Flow model. 00:59:13 - What constitutes a "Euphoria Zone" in the crypto market today. 00:53:44 - Potential effects if Satoshi Nakamoto moved Bitcoin from dormant wallets. 📱 Send Bitcoin over a text message to easily orange pill your family, pay a friend for dinner, or send a gift with River Link. Get up to $100 free when you sign up and buy Bitcoin. https://river.com/fundamentals 🔒 Opt for security over convenience with The Bitcoin Way. Secure your Bitcoin and book your free consultation today at https://thebitcoinway.com/tip 💰 Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - MicroStrategy Deep Dive w/ Jeff Walton: https://youtu.be/lBqLz5hvSHA - Bitcoin Mastermind Q3 2024 w/ Joe Carlasare, Jeff Ross, & American HODL: https://youtu.be/3kgpeH9MOg0 - Top 5 Moments w/ Michael Saylor, Jeff Booth, Cory Klippsten, Gigi, and more!: https://youtu.be/raxpm9Qu7rI - Michael Saylor's Deep-Dive on Bitcoin Energy Misconceptions: https://youtu.be/BYk1Id2j7_8 - Bitcoin & Michael Saylor - A Masterclass in Economic Calculation: https://youtu.be/CTA3PKB4PoI 🎧 Listen to our episodes here: https://link.chtbl.com/TIP-BTC 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/2024-25-bitcoin-bull-market-overview-w-james-check/ 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On Bitcoin Fundamentals, Preston Pysh talks about the fundamentals of bitcoin, investing in bitcoin, news, deep dives and more on interviews with prominent people in blockchain technology. 🌍 Website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/  📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚 OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊 TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.