189: Are Bitcoin Models Broken?

About this episode

The episode discusses the reliability of Bitcoin's legacy on-chain models in the current macro-driven market and the various pressures affecting Bitcoin's future.

Ep189 Bitcoin’s legacy on‑chain models are flashing a $46K–$54K bottom — but are they still reliable in a macro‑driven market? We break down why these models may be losing power, how miner selling is adding pressure, what the quantum threat really means for Bitcoin’s future, and how rising Treasury yields and oil prices are shaping the entire landscape. Topics: Are Bitcoin’s old models outdated? Miners selling more BTC than they produce The real quantum risk to Bitcoin Macro headwinds: 10‑year yield, oil, liquidity tightening

Topics covered

• Bitcoin models
• macro-driven market
• miner selling
• quantum threat
• Treasury yields
• oil prices

Keywords

• Bitcoin
• models
• macro market
• miner selling
• quantum threat
• Treasury yields
• oil prices

Mentioned in this episode

Organizations: Bitcoin, Treasury, oil

More episodes of The Bit Bite Podcast

• 195: Saylor Sells · June 4, 2026 · 25 min
• 194: 150 Year Old Chart · May 25, 2026 · 25 min
• 193: Warsh Steps In · May 17, 2026 · 27 min
• 192: Powell Out! · May 3, 2026 · 27 min
• 191: Quantum Leap? · April 19, 2026 · 30 min
• 190: See-Saw · April 12, 2026 · 31 min