▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

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▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this in-depth interview, Markus Thielen from 10X Research shares his macro and on-chain analysis of Bitcoin, market cycles, and macro risks. Discover how his regime models predict market turns, the impact of macroeconomic factors, and insights into the current crypto landscape.

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▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:57 Introduction to Markus Thielen and 10X Research

04:53 Current Market Assessment: Counter Rally or New Bull?

06:12 Historical Cycle Calls and Market Bottoms

08:06 Bitcoin's Supply and Demand Dynamics

09:32 Cycle Timing and the Role of Halvings

10:57 Market Indicators and Outflows

12:20 Market Resistance and Price Targets

13:17 Technical Models and Market Sentiment

16:03 On-Chain Flows and Market Bottoming

17:31 Investor Positioning and Bullish Sentiment

20:01 Macro Risks: Inflation, Oil, and Energy Markets

25:29 Inflation Models and Macro Outlook

30:29 The Impact of Spending and Inflation on Bitcoin

33:19 The Role of Narrative and Attention Cycles

34:30 Market Environment During Bottoming Periods

37:03 Institutional Buying and MicroStrategy

40:15 Market Volume and Health of the Bitcoin Network

40:59 Bitcoin Miners: Selling Pressure and Network Security

45:38 Holistic Market Analysis: Data, Technicals, and Sentiment

48:48 How to Connect with 10X Research

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The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.