Transcript
A (0:00)
Everyone's watching crypto charts, but the real bitcoin indicator right now isn't price, it's Donald Trump. Tariffs, regulation, macro chaos. Politics has officially hijacked the crypto cycle. So what happens to bitcoin when the 4 year cycle breaks? ETFs front run the market and the US suddenly goes all in on crypto. Today I am sitting down with George to break down why this cycle feels completely different.
B (0:26)
This traditional cycle that we have followed for so many years. You have two and a half years of crypto winter and then you have slow recovery and then you have a very parabolic rise at the end. I think that cycle that we're all used to is probably gone.
A (0:43)
Why most traders are mentally checked out.
B (0:45)
The choppiness and these scam wicks that we're seeing, it's just liquidating people left and right. Who benefits from these liquidations? It's not the traders, the, not the crypto people, it's the exchanges that offer leverage.
A (0:57)
And why George isn't even watching price anymore, he's watching Trump.
B (1:02)
The market, it's really driven by geopolitical macro stuff. Right now we're really moving away from the four year cycle. From all the metrics that we see seems like we have really moved away from that and now all eyes are like, what's going on with world events with the US Economy and bitcoin's kind of like moving with it.
A (1:23)
We get into macro leverage, prediction markets, and why bitcoin might be entering a totally new era driven by geopolitics. Instead of having hype, watch the full episode to understand what actually matters for bitcoin right now and how serious players are positioning for what's next.
B (1:40)
That's dope.
A (1:54)
George. It's been a while since we've had the chance to catch up. I wanted to sort of gauge where you're at with the market in general. It's been exceptionally boring and I think a lot of people have just mentally timed out.
B (2:06)
Yeah, well, thanks for having me back, Scott. The, the market, you know, it's, it's really driven by geopolitical macro stuff right now. Right. We're really moving away from the four year cycle. From all the metrics that we see, it seems like we have really moved away from that. And now all eyes are like, what's going on with world events with the US economy and bitcoin's kind of like moving with it. Right? We're all kind of trying to navigate through what we're seeing right now. But yeah, I mean it's an interesting time. I think both of us, we've lived through a couple of these cycles and. And this cycle has been very, very different to say the least.
