EPISODE · Dec 22, 2025 · 39 MIN
Bitcoin's Traditional Cycle Is Breaking Down in Real Time | James van Straten | BFM216
from Bitcoin for Millennials · host Bram Kanstein
James van Straten is Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.› https://x.com/btcjvsPARTNERS🌳 Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram🟧 Gemini’s Bitcoin Credit Card: Earn instant bitcoin rewards on every purchase with no annual fee. Sign up today to earn a $200 intro Bitcoin bonus: https://gemini.com/bram🔐 Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com🔨 Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.comPRODUCTS I ENDORSE› Get 10% off a Bitaxe open-source Bitcoin home miner using code BRAM at https://shop.powermining.io/?ref=BRAM› Buy Bitcoin in the EU 🇪🇺 via https://relai.me/bram and use code BRAM to reduce fees by 0.5%🔔 SUBSCRIBE TO GET NOTIFIED› https://youtube.com/@bramk› https://x.com/bramk🕑 TIMESTAMPS00:00 - Technicals vs. Astrology: The RSI at all-time lows03:30 - Price vs. Time-based capitulation explained04:50 - Is the four-year cycle officially dead?06:00 - Market structure: Monthly bottoms and October's crash10:00 - $500 Billion in sell-side pressure from OGs11:13 - Why institutions are no longer chasing the price14:58 - The debasement trade: Conviction in a crumbling society20:56 - Why retail mania migrated to AI38:44 - 2026 Outlook: Clown politicians and the gradual printℹ️ EPISODE SUMMARYBram Kanstein and macro analyst James van Straten discuss why the 2017 retail mania is dead and why institutions are now playing a much more patient game. We explore the $500 billion sell-side pressure from OGs, the reality of time-based capitulation, and why the traditional four-year cycle might be over. James breaks down the RSI technicals that signal a major bottom and explains why the "debasement trade" is the only thesis that matters as society faces compounding inflation and political failure.
What this episode covers
James van Straten is Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.› https://x.com/btcjvsPARTNERS🌳 Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram🟧 Gemini’s Bitcoin Credit Card: Earn instant bitcoin rewards on every purchase with no annual fee. Sign up today to earn a $200 intro Bitcoin bonus: https://gemini.com/bram🔐 Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com🔨 Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.comPRODUCTS I ENDORSE› Get 10% off a Bitaxe open-source Bitcoin home miner using code BRAM at https://shop.powermining.io/?ref=BRAM› Buy Bitcoin in the EU 🇪🇺 via https://relai.me/bram and use code BRAM to reduce fees by 0.5%🔔 SUBSCRIBE TO GET NOTIFIED› https://youtube.com/@bramk› https://x.com/bramk🕑 TIMESTAMPS00:00 - Technicals vs. Astrology: The RSI at all-time lows03:30 - Price vs. Time-based capitulation explained04:50 - Is the four-year cycle officially dead?06:00 - Market structure: Monthly bottoms and October's crash10:00 - $500 Billion in sell-side pressure from OGs11:13 - Why institutions are no longer chasing the price14:58 - The debasement trade: Conviction in a crumbling society20:56 - Why retail mania migrated to AI38:44 - 2026 Outlook: Clown politicians and the gradual printℹ️ EPISODE SUMMARYBram Kanstein and macro analyst James van Straten discuss why the 2017 retail mania is dead and why institutions are now playing a much more patient game. We explore the $500 billion sell-side pressure from OGs, the reality of time-based capitulation, and why the traditional four-year cycle might be over. James breaks down the RSI technicals that signal a major bottom and explains why the "debasement trade" is the only thesis that matters as society faces compounding inflation and political failure.
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Bitcoin's Traditional Cycle Is Breaking Down in Real Time | James van Straten | BFM216
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