James Van Straten: BTC Bull Market Has Begun – Rotation from Gold Driver Back to $126K

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Where will Bitcoin's next rally come from? CoinDesk's James Van Straten analyzes gold rotations, equity pullbacks, and stablecoin inflows as key drivers.

Where will the money for Bitcoin’s next rally come from? CoinDesk’s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could mean for Bitcoin. He explains how stablecoin inflows have historically trickled into Bitcoin and why that could repeat. The discussion also covers Scott Bessent’s bond buybacks and the strong Bitcoin and gold rally that followed.

Chapters: 00:00 Bitcoin one year after its $126K all-time high 00:41 Why February was the Bitcoin bottom 01:24 Volatility and time compression in the Bitcoin cycle 02:06 Options overwriting and the institutional cycle 03:07 Will institutional demand make the bull market less violent? 04:22 Bitwise report: are Bitcoin holders becoming long-term? 06:20 Rate hikes, 10-year yields and the fiat system 08:35 Where Bitcoin’s next leg higher comes from: gold and equities 10:05 Euro contagion risk and the French bond market 12:09 Tokenization, altcoins and the 24/7 liquidity problem

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