Bear Market or Reset? In this Coin Bureau Podcast episode, on-chain guru James Check unpacks Bitcoin’s nosedive from six figures to the low $80Ks—breaking down why the “true market mean” around $82K and realized cap give BTC real intrinsic value, how OG whale selling clashes with ETF demand, and whether this feels like genuine capitulation or just a spicy shake-out before the next leg up.
They also trash the idea of an “altcoin season” (looking at you, Zcash pump), dive into privacy coins, DAT flywheels and quantum-FUD, then zoom out to macro—Bitcoin vs. gold, AI bubble vibes, liquidity cycles and the looming wave of institutional/sovereign buyers in 2026. Spoiler: in crypto, bear markets are often more about mindset than a simple percentage drawdown.
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