Note sull'episodio
Description:
The crypto market has shed nearly 50% of its value since October, leaving many investors feeling like they’re bleeding out. But while the charts look like a disaster, the "chips" haven't actually left the casino—they’re just sitting at the bar waiting for a "coiled spring" moment to strike.
We’ll talk about:
- Historical Reality Checks: How past 85% drawdowns for Bitcoin and Ethereum serve as a "rough map" for the current pain.
- The Silent Monster: Why record-high stablecoin reserves suggest that capital is staying in the ecosystem rather than fleeing to fiat.
- The Great Tourist Flush: The psychological necessity of "evicting" speculative leverage and weak hands to make room for serious builders.
- Cycle Theory Re-framing: A strategy for navigating the 4-year ...