Real Vision: Finance & Investing · Real Vision Podcast Network

Bitcoin Gets Rekt in an Epic Selloff | REKT Vision ft. Mando & punk9059 aka Stats

·1 hr 3 min·4 clips

Bitcoin dropped from 83K to 69K in just one week—a terrifying 25-30% crash.

The setup is messy. The host opens with Bitcoin at 69K after saying the last show had it around 83K and was already heading lower. That changes the room. A 25% drop, maybe close to 30%, is not just routine volatility anymore. Stats joins after what the conversation calls an absolutely insane week, and the tone moves fast from relief over a small bounce to the harder question: was this coming? The four-year cycle hangs over the whole episode. After the ETF and Trump references, Bitcoin still seems to be acting like a classic four-year-cycle asset, which annoys everyone a little. The chart is useful, but it can also mess with your head. Cycles are not fake. The danger is getting married to one chart and forgetting that price can still punish you. Global M2 gets the same skeptical look. A year earlier, the liquidity chart looked like an obvious Bitcoin buy signal. Then M2 ripped and Bitcoin still disappointed badly. That is the uncomfortable part. The speakers keep coming back to the gap between tidy macro relationships and what actually showed up in the tape. Gold correlation gets pulled in too, since Bitcoin was supposed to track gold and global liquidity more cleanly than this. Nobody gets an easy victory lap. The episode is more about conviction getting stress tested, and about protecting yourself when the chart you trusted stops helping.

As heard by us

A sharp, skeptical read on Bitcoin's selloff and the cycle theories trying to explain it.

A sharp Bitcoin selloff gives this discussion a real stress test for macro-crypto thinking. It opens with BTC around 83K and then at 69K, after a drop of roughly 25% to close to 30% in the space between shows.

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Why you'd press play

You want a blunt read on Bitcoin after a roughly 25% drop from about 83K to 69K.

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