186: March Madness

186: March Madness

March 1, 2026 · 26 min · Episode 186

About this episode

The episode discusses Bitcoin's market conditions in March, focusing on the SEC's policy changes and geopolitical factors affecting the cryptocurrency.

Ep186 Bitcoin enters March in a tight range as fear, flows, and geopolitics collide. We break down the SEC’s policy pivot, the viral Jane Street “10 A.M. dump” narrative, and how the U.S.–Iran conflict threatens a chunk of global hashrate. Plus, the key macro catalysts that will drive Bitcoin’s next move.

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