Intro

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model.

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Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for?

STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it’s not beyond Wall Street to manipulate an asset.

They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs.

Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market.

Guest:

• ⁠Marcus Wu, Research Analyst at Delphi Digital

• Joe Vezzani, Co-founder and CEO of LunarCrush

• Will Clemente, Investments at STIX

  • Previous appearances on Unchained:

  • Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip

  • Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183

  • Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving

  
  

Links:

• Unchained:⁠⁠

  • • Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil

    • Is Nic Carter Exaggerating Bitcoin’s Quantum Risk? Yes, Says One Core Dev

    • Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls

    • Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit

    • Crypto’s Black Friday Was Its Largest Liquidation Ever. What the Hell Happened?

    • Will’s essay

    • Climbing a Broken Ladder: A message to my fellow Zoomers

    • Marcus’s Bitcoin game theory model

    • Bitcoin Game Theory on Delphi Digital

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