Bitcoin Bleeds… But TradFi Is Secretly Bullish (Here’s What’s Really Going On)

Bitcoin just closed below $100K for the first time since May — and Crypto Twitter is melting down. But behind the scenes? TradFi buyers are quietly loading up.

In this week’s Token Narratives, David and Graham break down the real state of the market:

Topics we cover:
• Why retail is panicking while TradFi turns extremely bullish
• BTC downside scenarios and why $80K could be an “insta-buy”
• Solana & XRP ETFs posting strong inflows during the correction
• The unraveling of passive DATs and what it means for Bitcoin
• Why meme coin season may finally be over
• How Bitcoin might be front-running a broader risk-asset “puke”
• Global liquidity, government shutdown effects, and macro risks
• The truth about airdrops, farming, and the Bitcoin.com Wallet rewards model

This episode covers sentiment, on-chain flows, ETFs, macro risk, and where Bitcoin could go next.

Hosts:
Graham Stone (@graminitha1)
David Sencil (@_dsencil)

00:00 Market Sentiment and Fear Indicators
02:52 Bearish Sentiment and Institutional Buyers
05:49 Bifurcation of Sentiment in Crypto
09:04 Potential Price Floors for Bitcoin
11:53 Impact of Traditional Finance on Crypto
15:06 Market Reactions to Economic Events
17:53 Bitcoin Dominance and Altcoins
21:01 Technical Indicators and Market Trends
23:59 Liquidity and Government Spending
27:12 Institutional Interest in Crypto
30:09 The Role of ETFs in the Market
33:01 Challenges for Passive Investment Vehicles
35:47 The Future of Meme Coins
39:00 Solana's Shift in Narrative
49:53 The Shift to Zcash and Privacy in Solana
51:14 Airdrop Farming: The Controversy Unveiled
01:02:03 Building Communities: The Role of Airdrops
01:10:12 Uniswap's Fee Switch Proposal and Token Economics

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