Esto es lo que ahora le espera a BITCOIN, mientras el ORO marca un nuevo ATH
🎯 Summary
Comprehensive Summary of Podcast Episode: “Esto es lo que ahora le espera a BITCOIN, mientras el ORO marca un nuevo ATH”
This 15-minute podcast episode provides a rapid-fire analysis of the current state of the cryptocurrency market, focusing heavily on Bitcoin’s recent price action, institutional adoption, and comparisons with traditional assets like Gold. The overarching narrative suggests that the market has successfully purged excessive leverage, setting the stage for the next significant upward move.
1. Focus Area
The primary focus is on Cryptocurrency Markets (Bitcoin and Altcoins), analyzing recent price volatility, on-chain metrics, and corporate accumulation. Secondary focus areas include the Traditional Finance (TradFi) integration of crypto and the performance of Precious Metals (Gold and Silver) as benchmarks.
2. Key Technical Insights
- Severe Deleveraging Event: The recent market dip is characterized as one of the most severe leverage resets in crypto history, effectively eliminating “weak hands” and speculative excess, which the speaker views as a necessary precursor for parabolic moves.
- On-Chain Metric Confirmation: The price action caused the Short-Term Holder (STH) Cost Basis metric to drop below the average cost, triggering panic selling among newer investors. Bitcoin’s recovery above this level signals a potential resumption of the bullish trend.
- Bitcoin Dominance and Trend Continuation: Bitcoin’s network dominance is at a new all-time high, and the price is maintaining its established upward trendline dating back to late 2022 lows, supporting optimism for the coming months.
3. Market/Investment Angle
- Institutional Accumulation During Panic: Major institutional players, particularly BlackRock, aggressively increased their Bitcoin purchases during the week of maximum panic and liquidation, acquiring 21,180 BTC that week—the highest weekly purchase in the last seven weeks.
- Corporate Balance Sheet Strength: Several publicly traded companies (MicroStrategy, Marathon Digital, Orange BTC, Desmarter Web Company, Prenetix) announced further significant Bitcoin acquisitions, reinforcing the trend of corporate treasury adoption.
- Gold’s Historical Breakout: Gold has broken a new all-time high, surpassing $4,100 per ounce (in Euros), while Silver is also near multi-year highs. The speaker suggests Gold’s price is artificially suppressed by central banks and could mathematically be worth $10,000 based on global money supply expansion.
4. Notable Companies/People
- BlackRock: Highlighted for its aggressive accumulation strategy during market dips.
- JPMorgan: Its CEO confirmed that the bank will allow clients to trade Bitcoin and other cryptocurrencies next year, a significant reversal from previous anti-crypto stances.
- Amundi: Europe’s largest asset manager ($2 trillion AUM) announced plans to launch a spot Bitcoin ETF.
- MicroStrategy (Sailor): Confirmed holding 640,250 BTC, purchased at an average price of $74,000.
- Bitmain: Mentioned for holding a significant balance of 3.03 million Ethereum tokens (approx. $12.5 billion).
- Donald Trump: Mentioned in passing regarding market influence via his social media posts.
5. Regulatory/Policy Discussion
The most significant regulatory insight is the mainstreaming of crypto access via major TradFi institutions. JPMorgan’s decision to offer crypto trading services next year signals a major shift in acceptance and integration within the established banking sector.
6. Future Implications
The episode strongly suggests that the market is entering a new phase. With leverage flushed out and institutional buying accelerating, the path is now clear for new parabolic moves in Bitcoin. Furthermore, an analysis comparing Ethereum’s current chart structure to 2016/2017 suggests a potential price target of $10,000 for ETH by the end of 2025 if historical patterns repeat.
7. Target Audience
This content is highly valuable for Active Crypto Investors, Traders, and Financial Professionals who need concise, data-driven updates on market structure, institutional flows, and technical indicators to inform their investment strategies.
Comprehensive Narrative Summary
The podcast opens by noting positive momentum in US stock markets and Bitcoin trading near $115,000, coinciding with Gold hitting a historic high above $4,100/oz (in Euros). The core of the discussion centers on the recent, brutal market correction, which analysts (citing Glassnode) confirm was a severe deleveraging event that successfully purged speculative excess. The speaker argues that this “brutal” cleansing of weak hands and leveraged positions is the necessary condition before the next major upward cycle begins.
The episode heavily emphasizes institutional conviction. BlackRock’s buying patterns are scrutinized, showing they bought the most BTC (21,180 BTC) during the week of maximum panic, directly contrasting with retail investors who sold in fear. This is further supported by announcements from major banks like JPMorgan, whose CEO confirmed they will offer crypto trading to clients next year—a stark reversal from their previous hostile stance. Additionally, Europe’s largest asset manager, Amundi, is launching a spot Bitcoin ETF.
Corporate accumulation remains robust, with multiple companies reporting fresh purchases of BTC for their balance sheets. On the technical front, Bitcoin is holding its long-term bullish trendline, and its recovery above the Short-Term Holder Cost Basis suggests the capitulation phase is over.
The analysis broadens to include Gold, noting that its ATH is perhaps understated given the massive global monetary expansion over the
🏢 Companies Mentioned
đź’¬ Key Insights
"JPMorgan confirma que lo hace su CEO en la CNBC, que va a permitir a los clientes operar con Bitcoin y criptomonedas el prĂłximo año. Hace relativamente poco lo que decĂa era que despedirĂa a cualquier empleado que pudiese demostrar que estaba adquiriendo Bitcoin o que estaba comerciando con Bitcoin."
"Y en la semana del pánico es cuando más Bitcoin han comprado [BlackRock], 21,180 BTC. Cada cual saque sus propias conclusiones."
"Un banco en Estados Unidos, el mayor de todos, confirma que el año que viene sus clientes podrán comprar Bitcoin y comprar otras criptomonedas."
"Si de alguna forma lo Ăşltimo meses del ejercicio replica lo que vimos a final del, a comienzo, perdĂłn, del 17, eso podrĂa llevar el precio de Ethereum hasta la zona de los 10,000 dĂłlares en la parte final de este ejercicio 2025."
"Teniendo en cuenta una mĂ©trica on-chain, que es el coste base de los tenedores a corto plazo... Este movimiento de caĂda se fue por debajo de ese precio medio. Eso provocĂł el pánico más absoluto de esa cohorte de tenedores, de esos tenedores que acaban de llegar al mercado, como quien dice, llegaron hace muy poco tiempo, algo menos de seis meses. Muchos de ellos venden en pánico y en pĂ©rdida."
"Si en cada una de esas 440 ocasiones desde el 2010 hasta ahora, en ese mismo momento hubiĂ©semos invertido 100 dĂłlares, nos habrĂamos gastado, habrĂamos invertido unos 44,000 dĂłlares. A dĂa de hoy, tendrĂan un precio... de más de 119 millones de dĂłlares."