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Benjamin Cowen: Bitcoin: The Bulls Vs. The Bears

Bitcoin: The Bulls Vs. The Bears – TL;DR

This video pits the bullish and bearish cases for Bitcoin head-to-head and offers a framework to reconcile both views. Starting with a historical timing model for cycle tops, it compares today’s lack of euphoria to 2019, then shifts to macro policy outlooks and potential price scenarios through 2026. It also breaks down time-based metrics, moving averages and how they’ve historically signaled market extremes.

Along the way, MicroStrategy’s treasury is used as a sentiment proxy, with patterns around their buys/sells offering clues. You’ll also get euphoria-timing indicators, ISM data, retail apathy insights and a dot-com crash analogy to tie it all together—plus plenty of timestamps and extra resources for deep dives.

Watch on YouTube

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