Jun 10, 2026 · 53 min · 12 segments
Has Bitcoin entered the buy zone, or is one final flush still ahead? Mike and Ryan break down why BTC under $67K looks attractive for long-term buyers, what realized losses and top-buyer cohorts…
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Yeah, I think, I think what I got right, I mean, it, it was not easy, I think, to navigate that, that period, primarily, like, after we extended past two months of, of that rally.
And, and then sailors started buying, and, like, we started slowly seeing the ETF, you know, uh, positions start to accumulate again.
... people were going after Ben, uh, Cowen for, right, c- still calling for weakness.
I thought, I think s- I think some people started to question some, some of what we were, what we were looking at.
And, you know, we kept saying, "Hey, just be patient," right? We're, we're following the market structure.
And, you know, it's kind of hard to see, like, what's gonna be the catalyst to sort of force, like, this new, um, sentiment to the market, and that tends to be what then causes, you know, the behavioral side of things and, you know, panic and fear and things like that, that force the selling.
So I think we just went through basically the third, you know, phase of kind of fear-based forced selling, like, of this, this, uh, bear market.
And I think the, the question moving forward now is, like, are we, are we, you know, comfortably in that zone where, you know, the people that were patient for the first eight months or so of this bear market, we're n- where now the ball's in their court.
They, they have the kind of ability to sort of buy up coins, um, at, at really depressed levels, get into good positions.
You know, if you've got a long, you know, timeframe and long, long, long time horizon, um, I think it's a pretty good environment to be in- investing as a liquid investor right now.
It was only eight months ago that we were kind of shifting risk off, so now we're, we're starting to shift into a more of a risk, a risk-on stance.
It's certainly a more exciting environment if you have cash and if you follow the TDR advice to be patient.
Yeah, I think, I think what I got right, I mean, it, it was not easy, I think, to navigate that, that period, primarily, like, after we extended past two months of, of that rally.
And, and then sailors started buying, and, like, we started slowly seeing the ETF, you know, uh, positions start to accumulate again.
... people were going after Ben, uh, Cowen for, right, c- still calling for weakness.
I thought, I think s- I think some people started to question some, some of what we were, what we were looking at.
And, you know, we kept saying, "Hey, just be patient," right? We're, we're following the market structure.
And, you know, it's kind of hard to see, like, what's gonna be the catalyst to sort of force, like, this new, um, sentiment to the market, and that tends to be what then causes, you know, the behavioral side of things and, you know, panic and fear and things like that, that force the selling.
So I think we just went through basically the third, you know, phase of kind of fear-based forced selling, like, of this, this, uh, bear market.
And I think the, the question moving forward now is, like, are we, are we, you know, comfortably in that zone where, you know, the people that were patient for the first eight months or so of this bear market, we're n- where now the ball's in their court.
They, they have the kind of ability to sort of buy up coins, um, at, at really depressed levels, get into good positions.
You know, if you've got a long, you know, timeframe and long, long, long time horizon, um, I think it's a pretty good environment to be in- investing as a liquid investor right now.
It was only eight months ago that we were kind of shifting risk off, so now we're, we're starting to shift into a more of a risk, a risk-on stance.
It's certainly a more exciting environment if you have cash and if you follow the TDR advice to be patient.
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