Inside Bitcoin’s Trend Shift: Bear Zone, Liquidations, & Key Support episode artwork

EPISODE · Nov 26, 2025 · 48 MIN

Inside Bitcoin’s Trend Shift: Bear Zone, Liquidations, & Key Support

from The Bitcoin Layer · host Demian Schatt, Johan Bergman

In this episode, Demian and Johan unpack Bitcoin’s recent trend break, the shift into bear territory on several on chain metrics, and why the short term holder cost basis and true market mean are now critical levels. They cover the liquidation cascade that started in October, the divergence in put call positioning across exchanges, the sharp drop in open interest, and the surprising strength of the most recent WIC off $80,000. Johan explains how trend structure, RSI momentum, realized profit behavior, and valuation zones fit together, what would confirm a reversal, and why the four year cycle may be losing relevance as Bitcoin matures into an institutional asset.📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube.📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch⛓️ ₿lock Height 925340⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcResearcher Demian Schatt's Twitter: https://x.com/demianschattLead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB The Bitcoin Layer and its guests do not provide investment advice.

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

In this episode, Demian and Johan unpack Bitcoin’s recent trend break, the shift into bear territory on several on chain metrics, and why the short term holder cost basis and true market mean are now critical levels. They cover the liquidation cascade that started in October, the divergence in put call positioning across exchanges, the sharp drop in open interest, and the surprising strength of the most recent WIC off $80,000. Johan explains how trend structure, RSI momentum, realized profit behavior, and valuation zones fit together, what would confirm a reversal, and why the four year cycle may be losing relevance as Bitcoin matures into an institutional asset.

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Inside Bitcoin’s Trend Shift: Bear Zone, Liquidations, & Key Support

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This episode was published on November 26, 2025.

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In this episode, Demian and Johan unpack Bitcoin’s recent trend break, the shift into bear territory on several on chain metrics, and why the short term holder cost basis and true market mean are now critical levels. They cover the liquidation...

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