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Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-year cycle is still intact, why Bitcoin is shrugging off a macro environment Ben expected to pressure it, and the crucial difference between easier monetary policy and genuinely abundant global liquidity.
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TIMESTAMPS
Ben Cowen Admits What He Got Wrong
Did the Bear Market End Too Easily?
Why This Bear Market Looks Different From 2022
Is the Four-Year Cycle Still Alive?
What an Early Low Means for the Next Bull Market
Why Altcoins Are Already Moving
Monetary Policy vs. Global Liquidity
Does Altseason Need a Crisis?
Why Liquidity Could Stay Tight
Can Bitcoin Catch Up to Stocks?
Five Years of Restrictive Conditions
Is Retail Finally Coming Back?
Bitcoin Defies the Macro Setup
The Weekly Bitcoin Close That Matters
Building a Conference Around Disagreement
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RESOURCES
Ben Cowen
x.com/benjamincowen
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Not financial or tax advice. See our investment disclosures here:
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