Episode Details
Back to EpisodesBitcoin’s Next Move Depends on One Thing Nobody Tracks
Description
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬
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▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬
In this in-depth interview, Markus Thielen from 10X Research shares his macro and on-chain analysis of Bitcoin, market cycles, and macro risks. Discover how his regime models predict market turns, the impact of macroeconomic factors, and insights into the current crypto landscape.
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▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬
00:00 Intro
01:57 Introduction to Markus Thielen and 10X Research
04:53 Current Market Assessment: Counter Rally or New Bull?
06:12 Historical Cycle Calls and Market Bottoms
08:06 Bitcoin's Supply and Demand Dynamics
09:32 Cycle Timing and the Role of Halvings
10:57 Market Indicators and Outflows
12:20 Market Resistance and Price Targets
13:17 Technical Models and Market Sentiment
16:03 On-Chain Flows and Market Bottoming
17:31 Investor Positioning and Bullish Sentiment
20:01 Macro Risks: Inflation, Oil, and Energy Markets
25:29 Inflation Models and Macro Outlook
30:29 The Impact of Spending and Inflation on Bitcoin
33:19 The Role of Narrative and Attention Cycles
34:30 Market Environment During Bottoming Periods
37:03 Institutional Buying and MicroStrategy
40:15 Market Volume and Health of the Bitcoin Network
40:59 Bitcoin Miners: Selling Pressure and Network Security
45:38 Holistic Market Analysis: Data, Technicals, and Sentiment
48:48 How to Connect with 10X Research
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