The Last Bitcoin Cycle That Matters | Charles Edwards

On The Margin

In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(02:04) Macro Overview

(03:54) Soft Landing vs Hard Landing

(06:09) Bitcoin Seasonality

(09:22) Current Bitcoin Cycle Dynamics

(12:57) Bitcoin Macro Index

(14:41) Future Bitcoin Cycles Won't Matter

(17:10) On-chain Data

(19:50) Bitcoin ETFs

(23:09) Ads

(24:23) Interview Continues

(27:38) Impact of IBIT Options

(29:05) Financialization vs the Bitcoin Ethos

(31:53) The Bitcoin Endgame

(34:44) Leverage & Funding Rates

(38:35) Top Signals

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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