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Are Bitcoin Models Broken?
Episode 189
Published 6 months, 2 weeks ago
Description
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Are Bitcoin’s old models outdated?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