Bitcoin just dumped below $90K again—and top macro analyst,Luke Gromen turned bearish, selling most of his Bitcoin around $95K ahead of what he thinks could be an ugly Q1 2026. In this episode, we break down the "quantum" fear narrative, why timing Bitcoin with cycle models can be catastrophic, and how marginal supply/demand + institutional and sovereign capital flows can rewrite the script fast.
https://www.youtube.com/watch?v=xqtalk5v4ts https://www.youtube.com/watch?v=QzqvMMs50Fc https://www.youtube.com/watch?v=4rsfnug-Ouo
No Second Best - A Bitcoin Podcast