Why Did Bitcoin Crash? Sina and Zi break it all down in this week’s Bitcoin Analysis—covering macro trends, on-chain data, and derivatives to explain what’s really happening in the market.---Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:https://21stcapital.com/youtube---Join the Bitcoin Intelligence Waiting List: https://21stcapital.com/waitlist-bi/---
00:00 - Introduction
02:04 - Bitcoin Intelligence Announcement
03:51 - Bitcoin's 27% Price Drop06:04 - Impact of Trump's Tariffs on Markets
09:47 - Trump-Zelensky Dispute and Its Economic Implications10:21 - Signs of a Global Economic Downturn
13:40 - Macroeconomic Factors Behind the Recent Bitcoin Crash
16:46 - Bitcoin Valuation Models: Power Law, Quantile Model & VPLI
23:09 - On-Chain Analysis of Bitcoin's Decline
25:05 - Understanding the US Treasuries Yield Curve and Portfolio De-Risking
26:07 - Bybit Hack's Impact on the Crypto Market: An On-Chain Perspective
42:28 - Bitcoin Relative Long/Short-Term Holder Realized Profit/Loss
47:18 - Distribution of Bitcoin's Cost Basis
53:43 - Determining Bitcoin's True Market Mean
01:06:07 - Bitcoin Liquidation Heatmap Overview
01:08:31 - Insights into Bitcoin's Perpetual Funding Rate & Futures Open Interest
01:12:38 - Strategies to Profit from the Recent Bitcoin Crash
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