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Benjamin Cowen: Bitcoin: The Bulls Vs. The Bears

Bitcoin’s bulls vs. bears debate gets a deep dive—from a historical top‐timing framework and 2019 euphoric gaps to 2026 scenarios under different macro policy paths. Along the way, you’ll see how time‐based metrics (think moving averages), MicroStrategy’s buying patterns, and classic euphoria indicators might help flag market peaks.

The bearish case hinges on retail apathy, lackluster ISM data, and a looming dot-com analogy. Rather than picking a side, the episode suggests reconciling both views by tracking policy shifts and timing signals, so you can dodge the hype and make smarter moves.

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