Q&A: Top-Heavy Markets, Air Pockets & What’s Next
James joined The Bitcoin Layer for a live Q&A on global liquidity, gold’s recent move, and Bitcoin’s role in the current monetary reordering.
G’day Folks,
James recently joined Nik from The Bitcoin Layer for a live Q&A with their members to tackle some of the biggest questions in the market right now, including topics like global liquidity, gold’s breakout, and where Bitcoin fits in the evolving monetary landscape. Premium subscribers can watch the full recording below!
Quick overview of what they covered:
Top-heaviness + sell-side: why “old coins coming back to life” (revived supply / realised profit) was a key headwind.
Air pockets: why 80k→70k moved so fast.
Bottom mechanics: “price pain” (capitulation) vs “time pain”.
On-chain reliability: noise exists (exchanges/ETFs), but the behavioural signal still shows up in aggregate.
Gold vs Bitcoin: gold’s move as a generational repricing.
Liquidity lens: watch the dollar + volatility as the gating factors for risk to stabilise.
Hope you enjoy it! If you found the discussion useful, feel free to drop a comment below.
Become a Premium subscriber to access the full Q&A Video (72 mins).