What Bitcoin Did

Bitcoin Crashed. What Comes Next? | Joe Consorti

Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a ...

2026-02-09

Episode notes

Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels.


THANKS TO OUR SPONSORS:


ANCHORWATCH


BLOCKWARE


LEDN


BITKEY


SWAN


CAPE


CLUB ORANGE


FOLLOW:


Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny


Joe Consorti: https://x.com/JoeConsorti