James van Straten is Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.

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🕑 TIMESTAMPS

00:00 - Technicals vs. Astrology: The RSI at all-time lows

03:30 - Price vs. Time-based capitulation explained

04:50 - Is the four-year cycle officially dead?

06:00 - Market structure: Monthly bottoms and October's crash

10:00 - $500 Billion in sell-side pressure from OGs

11:13 - Why institutions are no longer chasing the price

14:58 - The debasement trade: Conviction in a crumbling society

20:56 - Why retail mania migrated to AI

38:44 - 2026 Outlook: Clown politicians and the gradual print

ℹ️ EPISODE SUMMARY

Bram Kanstein and macro analyst James van Straten discuss why the 2017 retail mania is dead and why institutions are now playing a much more patient game. We explore the $500 billion sell-side pressure from OGs, the reality of time-based capitulation, and why the traditional four-year cycle might be over. James breaks down the RSI technicals that signal a major bottom and explains why the "debasement trade" is the only thesis that matters as society faces compounding inflation and political failure.