Simply Bitcoin Is The 2025 BEAR market over?! PREPARE FOR 2026 | EP 1409
Dec 31, 2025
The discussion opens with reflections on 2025's bullish developments amidst disappointing price action. They dive into early enthusiasm fueled by political expectations and highlight the disparity between institutional buying and retail absence. A critical look at political outcomes reveals entrenched bureaucracy limits reform. The hosts emphasize the importance of self-custody and provide upbeat predictions for 2026, including potential all-time highs. They also explore Bitcoin's role in financial sovereignty, particularly in crisis scenarios like Iran's.
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Episode notes
Opt Out By Custody, Not Elections
- Do prioritize taking Bitcoin into self-custody rather than relying on political fixes.
- The hosts assert self-custody is the most durable way to opt out of entrenched monetary power.
Retail Absent, Paper Bitcoin Dominant
- Retail largely stayed away in 2025 while Wall Street and treasuries accumulated via ETFs and corporates.
- That dynamic created a 'paper-Bitcoin' dominance and reduced retail presence in price action.
Buy Real Bitcoin And Self-Custody It
- Do take Bitcoin directly and store it in cold storage instead of relying on ETFs or custodial treasuries.
- The hosts repeatedly warn ETFs can be a Trojan horse that erodes self-sovereignty.