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EP 32 Jayson: Tourists Left But The Money Stayed
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 vs. 5-year cycle debate and identifying a potential second chance for long-term accumulation.
Keywords:
Bitcoin ($BTC), Ethereum ($ETH), Solana ($SOL), Stablecoins, USDT, USDC, Market Cycles, Tourist Flush, On-chain data, Crypto Bear Market, Dry Powder, Accumulation Phase.
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By TheCryptoFire.comDescription:
The crypto market has shed nearly 50% of its value since October, leaving many investors feeling like they’re bleeding out. But while the charts look like a disaster, the "chips" haven't actually left the casino—they’re just sitting at the bar waiting for a "coiled spring" moment to strike.
We’ll talk about:
- Historical Reality Checks: How past 85% drawdowns for Bitcoin and Ethereum serve as a "rough map" for the current pain.
- The Silent Monster: Why record-high stablecoin reserves suggest that capital is staying in the ecosystem rather than fleeing to fiat.
- The Great Tourist Flush: The psychological necessity of "evicting" speculative leverage and weak hands to make room for serious builders.
- Cycle Theory Re-framing: A strategy for navigating the 4-year vs. 5-year cycle debate and identifying a potential second chance for long-term accumulation.
Keywords:
Bitcoin ($BTC), Ethereum ($ETH), Solana ($SOL), Stablecoins, USDT, USDC, Market Cycles, Tourist Flush, On-chain data, Crypto Bear Market, Dry Powder, Accumulation Phase.