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🔍 Bitcoin Market Outlook: Waiting for the Animal Spirits to Return 🔍Welcome to the first edition of The Bitcoin Intelligence Report! 🚀 In this video, we analyze key macroeconomic and on-chain trends shaping Bitcoin’s price action. With the market at a critical juncture, we break down the underlying economic weaknesses, investor stress signals, and potential catalysts that could drive Bitcoin’s next move.📊 Key Insights:✅ Consumer sentiment is deteriorating, with weak retail sales and rising underemployment signaling economic fragility.✅ Bitcoin’s supply in profit has dropped to 77%, a historically risky threshold.✅ Unrealized losses are rising, increasing the risk of further selling pressure.✅ The $85K cost basis is a crucial support level—will Bitcoin hold or break lower?✅ Three potential catalysts for a Bitcoin recovery:1️⃣ Tariff reductions & trade stabilization2️⃣ Revival in consumer confidence3️⃣ Liquidity injections through rate cuts📉 Macroeconomic Overview:While the headline labor market appears stable, the U-6 unemployment rate has jumped to 8.0%, signaling hidden economic stress.GDP growth is slowing, inflation expectations are rising, and consumer confidence has hit multi-year lows.📈 Bitcoin On-Chain Data:Investor stress is mounting, with the MVRV Z-Score signaling increased unrealized losses.Net Realized Profit & Loss has dipped into negative territory, highlighting dominance of loss realization.Without renewed demand, Bitcoin remains vulnerable to external shocks and liquidity-driven downturns.🔮 What’s Next for Bitcoin?Will the macro backdrop improve in time for Bitcoin to regain momentum? Or are we headed for deeper corrections? Watch the full analysis and get the data-driven insights you need to navigate this market.🔔 Subscribe to Bitcoin Intelligence for in-depth Bitcoin analytics, on-chain insights, and macro analysis!http://21stcapital.com/bi📢 Join the Discussion: What’s your Bitcoin outlook? Drop your thoughts in the comments below!#Bitcoin #BTC #Crypto #BitcoinAnalysis #OnChain #Macroeconomics #BitcoinMarket #CryptoInvesting
We're sharing exclusive pre-launch insights about Bitcoin Intelligence! BI is a cutting-edge platform delivering everything you need to stay ahead in the Bitcoin market. Whether you're tracking price action, analyzing macroeconomic shifts, or diving into on-chain and derivatives data, this platform has you covered.In this video, we break down how Bitcoin Intelligence helps you:✅ Access exclusive models and charts for smarter decision-making✅ Get expert-written and video reports with actionable insights✅ Stay on top of macro trends, on-chain activity, and moreIf you're serious about understanding Bitcoin, this is your new secret weapon.Sign up here: https://21stcapital.com/waitlist-bi/
Lots of confusion again on whether Tariffs cause inflation or notThey do drive up the prices obviouslyBut how come people say no inflation?Because there exists two definitions of inflation:A. immediate rise in price level: absolutely caused by tariffs. Tariffs raise prices. But in the absence of new money, some other consumer expenditure will be sacrificed to cover the tariff costs. Then economic slowdown-down (still bad but not traditional definition of inflation). Then the slow-down actually ends up causing deflation (less econ activity, money supply shrinks)B. a long-term and permanent increase in prices: not caused by tariffs. Only caused by money printing. Supply shocks and tariffs are not inflationary in this sense and are instead deflationary.---Book a free consultation: https://21stCapital.com/nostr---Follow Sina on X: https://x.com/Sina_21st
In this insightful live session, Sina and Zi, Senior Analyst at Glassnode, delve into the market's reaction to the newly announced Strategic Bitcoin Reserve. They explore how this development influences market trends and what it means for investors like you.-----Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube-----00:00 - Intro01:43 - Bitcoin Intelligence Waitlist – Subscribe Now!05:22 - Excessive Optimism About Bitcoin Reserves & Immediate Price Drop09:35 - What Does a Budget-Neutral Bitcoin Purchase Mean?13:56 - Power Law vs. Actual Price16:17 - Volatility-Adjusted Power Law Index (VPLI) Update19:07 - On-Chain Analysis of Market Reaction to the SBR Announcement – Intro21:42 - Macro Analysis of Bitcoin Price Movements26:38 - Bitcoin’s Supply Profitability37:11 - Realized Profit/Loss Ratio45:39 - Bitcoin’s Exchange Volume Momentum48:15 - Bitcoin Miners' Fee Revenue Binary Indicator51:05 - Bitcoin Short-Term & Long-Term Risk Analysis – Are We Heading for a Bear Market?59:58 - What Would Signal the Return of Bitcoin Demand?01:02:03 - Young Coins vs. Old Coins – Why This Metric Matters01:05:14 - Bitcoin Funding Rate-----Join the Bitcoin Intelligence Waiting List: https://21stcapital.com/waitlist-bi/-----Follow Zi on X: https://x.com/cryptovizartFollow Sina on X: https://x.com/Sina_21st
- Campaign promise kept- Bitcoin Reserve clearly distinguished from altcoin Stockpile- Bitcoin gets official USG seal of approval, no other coin does- No taxpayer $ spent to acquire coins (so no backlash) - Future acquisition of coins likely left to Congress, as it should beThis SBR EO gifted us the golden combo:Major positive signal interpreted negatively by the market- Extremely bullish in the long run: stamp of approval that makes every other nation-state, corporation, and individual more likely to acquire Bitcoin- But the market is upset and the short-run sell-off to allow you to accumulate more---Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube---Follow Sina on X: https://x.com/Sina_21st
Trump is shaking up the markets again! In this video, Sina breaks down the wild volatility caused by Trump’s economic moves and what it means for you. From employment swings to inflation concerns, we cover how these shifts impact everyday life—and, of course, Bitcoin.-----Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube-----Follow Sina on X: https://x.com/Sina_21st
🔥 Trump’s Crypto Strategic Reserve – Major Announcement!📢 Something BIG just happened! President Trump has just posted a game-changing update about a U.S. Crypto Strategic Reserve, bringing major excitement to the crypto industry. Here’s what you need to know:🚀 Key Highlights from Trump's Post:A U.S. Crypto Reserve is officially in the works.His executive order on digital assets directs action toward building this reserve.Notably, he mentions XRP, Solana (SOL), and Cardano (ADA) – but not Bitcoin or Ethereum.His commitment: Make the U.S. the global leader in crypto.🔍 What This Means for Crypto Investors:1️⃣ Bullish Signal for Crypto – The Strategic Reserve is back on the table, sparking investment.2️⃣ Bitcoin Missing? – Likely just an oversight. BTC remains the dominant force in crypto.3️⃣ Altcoin Pump Incoming? – XRP, SOL, and ADA may see short-term price surges.4️⃣ Speculation vs. Long-Term Value – Some coins may pump and fade, but Bitcoin remains king.📉 XRP Caution:History shows XRP’s price pumps tend to fade as early investors cash out.Over time, capital flows back into Bitcoin – the real long-term store of value.💡 Final Takeaway: Bitcoin is back! While other coins may see short-term rallies, BTC remains the dominant asset. Don’t get caught in FOMO – watch the bigger picture.🔔 Subscribe for more updates on crypto trends & market moves!Link to the original post:https://truthsocial.com/@realDonaldTrump/posts/114093526901586124
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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Why Did Bitcoin Crash? Sina and Zi break it all down in this week’s Bitcoin Analysis—covering macro trends, on-chain data, and derivatives to explain what’s really happening in the market.---Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube---Join the Bitcoin Intelligence Waiting List: https://21stcapital.com/waitlist-bi/---
00:00 - Introduction
02:04 - Bitcoin Intelligence Announcement
03:51 - Bitcoin's 27% Price Drop06:04 - Impact of Trump's Tariffs on Markets
09:47 - Trump-Zelensky Dispute and Its Economic Implications10:21 - Signs of a Global Economic Downturn
13:40 - Macroeconomic Factors Behind the Recent Bitcoin Crash
16:46 - Bitcoin Valuation Models: Power Law, Quantile Model & VPLI
23:09 - On-Chain Analysis of Bitcoin's Decline
25:05 - Understanding the US Treasuries Yield Curve and Portfolio De-Risking
26:07 - Bybit Hack's Impact on the Crypto Market: An On-Chain Perspective
42:28 - Bitcoin Relative Long/Short-Term Holder Realized Profit/Loss
47:18 - Distribution of Bitcoin's Cost Basis
53:43 - Determining Bitcoin's True Market Mean
01:06:07 - Bitcoin Liquidation Heatmap Overview
01:08:31 - Insights into Bitcoin's Perpetual Funding Rate & Futures Open Interest
01:12:38 - Strategies to Profit from the Recent Bitcoin Crash
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Follow Zi on X: https://x.com/cryptovizartFollow Sina on X: https://x.com/Sina_21st
In this episode, we dive deep into Robin Seyr's transformation from a Bitcoin skeptic to a passionate advocate and full-time podcaster. Robin shares his personal journey into the world of Bitcoin, discussing the challenges and triumphs he faced along the way. He offers insights into how he successfully grew his Bitcoin channel, turning his passion into a full-time career. We also explore his experiences in "orange pilling" others and raising awareness about Bitcoin's potential. Whether you're a seasoned Bitcoiner or just starting out, Robin's story provides valuable lessons and inspiration. Don't forget to like, subscribe, and check out the links below for more resources!
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube
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00:00 - Introduction
01:08 - Robin's Pre-Bitcoin Journey
04:38 - Transitioning from Fiat Employment to Bitcoin
11:48 - Bitcoin: A Practical Tool
15:25 - Bitcoin as a Time Preservation Mechanism
17:48 - Leveraging Past Experience in Bitcoin Podcasting
23:35 - From Bitcoin Skeptic to Entrepreneur
31:07 - Can Bitcoin Influence Personal Relationships?
38:47 - Effective Strategies to Introduce Bitcoin to Loved Ones
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Follow Robin Seyr:https://x.com/RobinSeyr
Robin's You Tube Channel: https://www.youtube.com/robinseyr
Losing Bitcoin because of a bad backup is a nightmare—but it doesn’t have to happen to you. In this live show, I sit down with Chris from Seedor to break down simple, effective, and foolproof ways to back up your Bitcoin. We talk about common mistakes people make, how to avoid losing access to your coins, and why a solid backup is just as important as self-custody itself.
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Seedor: https://www.seedor.io/
Follow Seedor on X: https://x.com/seedor_io
Follow Chris on Nostr: npub1r8343wqpra05l3jnc4jud4xz7vlnyeslf7gfsty7ahpf92rhfmpsmqwym8
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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