Bitcoin Wednesday #149

Hold or Fold?

We assemble again in the Vondelpark, at the Vondelfontein (see photo).

Bitcoin Wednesday arrives at arguably one of the most critical crossroads since the halving. With the BTC price sliding below $100,000 for the first time since April, down more than 20% since its $126,000 peak.

Some interesting talking points:

Is this a textbook shakeout before seasonal momentum takes hold, or are we witnessing the treasury company bubble finally burst?

Bitcoin's volatility dropped to 3.5% (lowest in years) just as price action turned bearish.

Will Trump tariff-induced inflation drive safe-haven demand or risk-off selling?

The Bull case:

Over 50,000 BTC withdrawn from exchanges, miners posting record revenues, November's historical strength, some analysts are still calling for new highs by year's end.

The Bear case:

Daily mined BTC now exceeds institutional buying, corporate treasury strategies unraveling, and Bitcoin's correlation with Nasdaq reaching new highs just as the tech sector faces correction.

Join us tonight as we separate fear from fundamentals