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Bitcoin All Time High: Has the Cycle Broken? | Rational Root episode artwork

Jul 16, 2025 1 hr 3 min

Bitcoin All Time High: Has the Cycle Broken? | Rational Root

from What Bitcoin Did

Root is a Bitcoin on-chain analyst and the author of the "Bitcoin Strategy Platform" Substack. In this episode, we discuss the current state of Bitcoin’s bull market, why Root believes there’s no basis for a prolonged bear market, and how institutional demand is changing Bitcoin’s price dynamics. We cover Bitcoin’s structural adoption through ETFs, treasury companies, and sovereign buyers, and why these may limited downside volatility. We also get into the psychological stages of the market, why 100k could now serve as Bitcoin’s new baseline, and how macro factors like interest rate cuts and Trump’s policies might influence the next leg up. THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN Follow: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Rational Root: https://x.com/therationalroot

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Bitcoin All Time High: Has the Cycle Broken? | Rational Root

0:00 1:03:12

Chapters

  1. 0:00 Macro Uncertainty in Bitcoin Development
  2. 0:34 Sponsor Message
  3. 1:47 Bitcoin Price Update
  4. 2:33 Bitcoin Price Recap and Overview of Charts
  5. 3:08 Bitcoin's Correlation with Risk-On Assets
  6. 5:29 Bitcoin Decoupling
  7. 6:08 Drivers of Bitcoin's Price Movement
  8. 7:22 Spiral Chart
  9. 11:15 Likelihood of the Cycle Continuing
  10. 13:05 Drivers of Bitcoin Price & Short-Term Holder Cost Basis
  11. 14:53 Bitcoin Treasury Companies Limiting Downside Price Action
  12. 16:16 The Next Bear Market Floor?
  13. 17:48 The Lack of Basis for a Prolonged Bear Market
  14. 19:17 Psychological Price Levels
  15. 21:39 The Accuracy of On-Chain Data
  16. 22:55 How Bitcoin Has Been Moving
  17. 24:52 Bitcoin Buyers and Passive Demand
  18. 26:10 Hype in the Bitcoin Market
  19. 27:12 Sustainability of Bitcoin Reaching the Channel Top
  20. 29:19 Comparing Previous and Current Bull Markets
  21. 30:38 Unrealized Profit & Bear Market Conditions
  22. 33:34 Realized Loss
  23. 36:41 Sponsor Message
  24. 40:02 Indicator for a Local Top
  25. 40:55 Top of the Bull Market
  26. 41:18 Macro Events Influence
  27. 43:15 Bitcoin Dominance
  28. 45:54 Retail Demand
  29. 47:12 On-Chain Data to Value Bitcoin
  30. 52:52 On-Chain vs Options Data
  31. 57:07 Predictions on Price & Cycle

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How long is this episode of What Bitcoin Did?

This episode is 1 hour and 3 minutes long.

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This episode was published on July 16, 2025.

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