James van Straten is Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.
PARTNERS
Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram
Gemini’s Bitcoin Credit Card: Earn instant bitcoin rewards on every purchase with no annual fee. Sign up today to earn a $200 intro Bitcoin bonus: https://gemini.com/bram
Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com
Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.com
PRODUCTS I ENDORSE
› Get 10% off a Bitaxe open-source Bitcoin home miner using code BRAM at https://shop.powermining.io/?ref=BRAM
› Buy Bitcoin in the EU via https://relai.me/bram and use code BRAM to reduce fees by 0.5%
SUBSCRIBE TO GET NOTIFIED
› https://youtube.com/@bramk
TIMESTAMPS
00:00 - Technicals vs. Astrology: The RSI at all-time lows
03:30 - Price vs. Time-based capitulation explained
04:50 - Is the four-year cycle officially dead?
06:00 - Market structure: Monthly bottoms and October's crash
10:00 - $500 Billion in sell-side pressure from OGs
11:13 - Why institutions are no longer chasing the price
14:58 - The debasement trade: Conviction in a crumbling society
20:56 - Why retail mania migrated to AI
38:44 - 2026 Outlook: Clown politicians and the gradual print
ℹ️ EPISODE SUMMARY
Bram Kanstein and macro analyst James van Straten discuss why the 2017 retail mania is dead and why institutions are now playing a much more patient game. We explore the $500 billion sell-side pressure from OGs, the reality of time-based capitulation, and why the traditional four-year cycle might be over. James breaks down the RSI technicals that signal a major bottom and explains why the "debasement trade" is the only thesis that matters as society faces compounding inflation and political failure.
