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Benjamin Cowen: Bitcoin: The Bulls Vs. The Bears

Bitcoin: The Bulls Vs. The Bears

This video dives into both bullish and bearish arguments for Bitcoin, kicking off with a historical top‐timing framework before comparing today’s muted market euphoria to 2019. It then explores how macro policy could shape 2026, examines key time‐based metrics and moving averages, and uses MicroStrategy’s balance sheet as a proxy to spot repeating patterns.

Along the way, we look at euphoria indicators, ISM data, retail apathy and the potential policy path, wrapping up with a dot-com analogy and final takeaways. It’s a fast-paced, no-financial-advice breakdown that helps reconcile the bull vs bear debate.

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