▬▬▬ 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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Disclaimer
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.
May 16 20266 mins