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The Bitcoin Bull Market Hasn’t Started Yet | Eric Yakes

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Manage episode 523897846 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Eric Yakes joins the show to discuss what’s really driving Bitcoin right now and why price is determined by fundamentals, not cycles or models. We break down how marginal supply and marginal demand actually work in Bitcoin, why the four-year cycle may never have been real, and how years of behind-the-scenes work inside institutions and regulators lead to the sudden headlines that reprice the market.

We also dig into sovereign wealth funds, nation-state reserve adoption, and why Bitcoin is still one announcement away from a major move. Eric explains why liquidity, not ideology, is the real constraint, why gold still dominates today, and what Bitcoin needs to reach true reserve-asset status.

THANKS TO OUR SPONSORS:

IREN

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

SWAN

FOLLOW:

Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

Eric Yakes: https://x.com/ericyakes

  continue reading

131 episodes

Artwork
iconShare
 
Manage episode 523897846 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Eric Yakes joins the show to discuss what’s really driving Bitcoin right now and why price is determined by fundamentals, not cycles or models. We break down how marginal supply and marginal demand actually work in Bitcoin, why the four-year cycle may never have been real, and how years of behind-the-scenes work inside institutions and regulators lead to the sudden headlines that reprice the market.

We also dig into sovereign wealth funds, nation-state reserve adoption, and why Bitcoin is still one announcement away from a major move. Eric explains why liquidity, not ideology, is the real constraint, why gold still dominates today, and what Bitcoin needs to reach true reserve-asset status.

THANKS TO OUR SPONSORS:

IREN

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

SWAN

FOLLOW:

Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

Eric Yakes: https://x.com/ericyakes

  continue reading

131 episodes

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