Description
Bitcoin just dumped below $90K again—and top macro analyst,Luke Gromen turned bearish, selling most of his Bitcoin around $95K ahead of what he thinks could be an ugly Q1 2026. In this episode, we break down the “quantum” fear narrative, why timing Bitcoin with cycle models can be catastrophic, and how marginal supply/demand + institutional and sovereign capital flows can rewrite the script fast.
https://www.youtube.com/watch?v=xqtalk5v4ts
https://www.youtube.com/watch?v=QzqvMMs50Fc
https://www.youtube.com/watch?v=4rsfnug-Ouo
Timestamps
00:00 Luke Gromen's Bearish Stance
05:52 Addressing the Quantum Computing Threat
07:32 Fundamentals of Bitcoin Pricing
10:38 The Future of Bitcoin and Market Predictions
14:55 Long-Term Bitcoin Strategy
16:09 Michael Saylor's Bitcoin Investment Philosophy
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