This episode cuts through market noise to deliver a clear, data‑driven read on crypto: the immediate technical outlook around the $88–90K Bitcoin floor, the macro volatility triggers (trade data, FOMC minutes, NVIDIA earnings), and the likely short‑term relief targets.

We then diagnose the community’s “innovation trap” — strong infrastructure growth with weak new product creation — and present two competing long‑term views: a time‑based bear case pointing to a 2026 bottom and a valuation‑driven critique that leaves altcoins especially vulnerable amid rising institutional adoption of regulated, yield‑bearing crypto products.