Episode 45: Why Bitcoin Dumps First (and Runs Hardest After)

About this episode

The episode discusses Bitcoin's market behavior and its relationship with liquidity and geopolitical changes.

Bitcoin is down ~50% from its all-time high—and Cantilever’s not sweating it. In this episode, Danny, Brendan, and John break down why Bitcoin is being traded like “levered Nasdaq” in the short term, why tightening liquidity is the real driver behind the selloff, and why Bitcoin often acts as the tip of the spear in risk-off moments. They also unpack gold’s surge as geopolitics push the world from unipolar to multipolar—and explain why gold can absorb sovereign-scale flows today while Bitcoin...

People in this episode

Hosts: Danny, Brendan, John

Topics covered

• Bitcoin
• investing
• liquidity
• geopolitics
• gold
• risk-off moments

Keywords

• Bitcoin
• gold
• liquidity
• geopolitics
• risk-off
• Nasdaq
• multipolar

Mentioned in this episode

Products: Bitcoin, gold

Places: geopolitics, unipolar, multipolar, Nasdaq

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