The Crypto Rundown 322: Is This the Bottom for Bitcoin?
About this episode
The episode features a discussion on Bitcoin's potential bottom and various trends in the cryptocurrency market.
On this episode of The Crypto Rundown , host Mark Longo welcomes back Bill Ulivieri from Cenacle Capital Management to break down a wild, volatile few weeks in the digital asset space. Bill calls his official generational bottom for Bitcoin, leaning into quantitative power laws, internal AI metrics, and cyclic low models that point to a major buying window between now and November. The guys also dive deep into the collapsing NAV discounts on MicroStrategy (MSTR), the rising options volume across IBIT and ETHA, and the latest dramatic re-shuffling in the Altcoin Universe. 📊 In This Episode, We Break Down: The Bitcoin Breakdown: Navigating the holiday dip below $60K, the swift clawback toward $62K, and addressing the threat of quantum computing breaking the blockchain. The MSTR Discount Monster: Analyzing MicroStrategy trading at a staggering 32% to 38% discount to its Net Asset Value (NAV). Plus, why Bill is aggressively running the options wheel strategy with 94 puts. IBIT & Covered Call ETFs: A look at IBIT options volume trading in lockstep with the VIX, and a breakdown of the newly launched premium-income ETF, BITA. The Altcoin Universe: A full market-cap audit of Solana…
More episodes of The Crypto Rundown
- The Crypto Rundown 232: Lazy Crypto Summer as Bitcoin and ETH Rally
- The Crypto Rundown 321: Trading MSTR with Reckless Abandon & The Illinois "Privilege Tax"
- The Crypto Rundown 320: A Wild Week In MSTR, PURR, BMNR And More
- The Crypto Rundown 319: Hunting for Juice in PURR, HYPE, IBIT, CRCL, BMNR, MSTR and More
- The Crypto Rundown 318: Perps, Counterparty Risk and HYPE
- The Crypto Rundown 317: Talking Gold, Crude, Equities, Predictions And More With Coinbase
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