Bullish News Is Bullish Again: David & Graham Explain the Market Flip

Crypto sentiment just flipped — and David explains exactly why.

In this segment, Graham and David break down why bearish narratives stopped mattering, why bullish catalysts are finally having impact again, and how liquidity, rate expectations, and institutional flows have turned the market psychology.

They cover:
• Why bearish narratives failed to stick
• How JP Morgan’s “FUD” actually fits into a bullish setup
• Vanguard, Schwab & Bank of America’s BTC pivot
• Why liquidity + macro conditions are shifting
• Why Tom Lee thinks a new BTC ATH is near
• What this means heading into 2025–2026

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