The Aaron Bennett Show — Bitcoin & Crypto

Bitcoin is hovering around $78K and still sitting in greed, but a lot happened today. Trump came out swinging, saying interest rates are too high and a hike would be ridiculous, which puts him at odds with his own Fed Chair Kevin Warsh. Meanwhile the odds of a rate hike this year have climbed to as high as 77 percent heading into the next FOMC meeting.

I break down Tom Lee's case for why Q4 could be strong, from institutional allocation to the four year cycle bottoming in the next one to two months, plus the chart that suggests we could be 30 to 60 days from the bottom. I also cover Ray Dalio on why debt problems end in currency devaluation, Michael Saylor ending a 10 week pause with a fresh 4,603 Bitcoin purchase, and Hyperliquid's move to enter the US through Kraken's Bitnomial.

In this episode:

• Why buying in greed rarely pays off
• Trump vs the Fed on rates and the 30 year yield
• Tom Lee's catalysts for a strong Q4
• The cycle chart pointing to a bottom in 30 to 60 days
• Ray Dalio on debt and currency devaluation
• Saylor buys 4,600 Bitcoin again
• Hyperliquid could be coming to the US

This week can be pretty crazy for the markets. My plan.

Bitcoin just ripped from $62K to almost $80K in three days, and sentiment flipped from extreme fear to greed. So the question is do we buy now or wait for things to settle?

In this breakdown, I walk through the data that changed how I think about this. If you missed Bitcoin's 10 best days, your annual return went negative in nine of the last 15 years. Miss 50 days across a decade, and a 200x asset can hand you a loss. That is why trying to time the top and bottom is so dangerous.

I also cover Ray Dalio warning of a US debt crisis and recommending 15% in Bitcoin and gold, Standard Chartered calling for $500K by 2030, and why I just closed my own long even though I stay bullish long term.

Most people have left crypto — if you're still here, this one's for you.

In this episode, Aaron Bennett shares the biggest mistake he made after getting into Bitcoin back in 2013: selling into fear. He breaks down why every four-year cycle comes with a fresh "this time is different" panic, where Bitcoin actually sits versus past bear markets, and why gold and silver being ~30-50% off their highs shows this isn't some isolated crypto bubble.

Covered in this episode:

• The 2013–2017 selling mistakes — and the lesson that stuck
• Why every cycle has a scary macro reason to sell (this time: Iran headlines)
• Where we are vs. prior bear markets and the ~53K realized price
• The AI rotation and when the four-year cycle could bottom
• Quantum computing FUD, the 2022 contagion, and why we came back

Signal over hype — the stories actually moving markets, most days.

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In this video, I'm sharing why bitcoin is selling off below $60K, perspectives from being in the market for a few cycles, and the realized price.

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