
The podcast episode "Is the Cycle Over?" questions the traditional four-year Bitcoin cycle in light of corporate adoption, policy changes, and ETFs. Bryce and Anthony discuss Bitcoin's current valuation around $87,000, noting that many institutional investors consider it undervalued, especially for miners' profitability. They highlight Michael Saylor's continued Bitcoin purchases and gold's new all-time highs as indicators supporting the extension of the cycle. The conversation also covers Cathy Wood's prediction of $800,000 Bitcoin by 2030 and Eric Trump's involvement with Bitcoin, alongside NVIDIA's $2 billion investment into CoreWeave, influencing the Bitcoin mining landscape. The impact of recent winter storms on global hashrate and miners like CleanSpark and Riot is also examined.
Sign in to continue reading, translating and more.
Continue