Bitcoin Crashed. What Comes Next? | Joe Consorti
from What Bitcoin Did
Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE CLUB ORANGE FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Joe Consorti: https://x.com/JoeConsorti
Embed this episode
Chapters
- 0:00 Bitcoin's Discounted Price and Market Misunderstanding
- 1:07 Bitcoin Volatility in the Post-ETF Era
- 3:13 Bitcoin Sell-Off Driven by Decline in Risk Appetite
- 5:28 Credit Spreads Widening and Impact on Bitcoin
- 14:04 Bitcoin and Software ETF Correlation
- 16:12 Bitcoin's Correlation with Gold Breaks Down
- 19:51 The Four-Year Cycle and the ETF Era
- 23:14 ETF Holder Behavior During Market Volatility
- 36:19 Is a Bitcoin Bottom Near?
- 49:55 Equities, Global Liquidity and Bitcoin's Price
- 1:05:35 Bitcoin as Collateral: Risk Management
- 1:11:30 Horizon: Utilizing Home Equity for Bitcoin
No transcript yet.