Episode Highlights:
- Why 2025 delivered strong returns across most asset classes — except crypto
- Bitcoin and Ethereum’s negative YTD performance in context
- Key technical breakdowns in Bitcoin using weekly and monthly trend models
- The erosion of the “digital gold” narrative and rising equity correlations
- Why extreme fear isn’t enough to signal a bottom
- Macro regime insights: inflation vs. growth sensitivity in Bitcoin
- Gold’s resilience and role as a portfolio stabilizer
- How Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the year
Research & Data Sources:
- Market and on-chain data from Glassnode
- Internal quantitative models from Dantes Outlook
- Academic research on asset behavior across macro regimes
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