Cito

The Bitcoin treasury trade just changed. Strategy sold 3,588 BTC for about $216M to fund preferred-stock dividends. On the latest episode of Double Down, @Patrick_Bush_VE from @vaneck_us had already warned us about the bigger risk: When $BTC treasury companies trade below the value of their own Bitcoin, they can flip from buyers into sellers. New Double Down episode, cohosted by @Tristan0x15, presented by @babylonlabs_io. We cover Strategy, Michael Saylor, miner selling, ETF flows, put versus call sentiment, the 4-year cycle and why Bitcoin as collateral could still be the institutional unlock. CHAPTERS 0:00 Buyers Are Becoming Sellers 1:28 The Three Forces Crushing Bitcoin's Price 2:30 Hash Rate Down 8 Straight Months: Miners Are Selling 3:07 Strategy's $1B+ Overhang Explained 11:42 Is Bitcoin Ever Coming Back? 15:27 What Options Markets Are Signaling 21:30 Is the Bitcoin 4-Year Cycle Still Intact? 31:04 From $125K to Below $60K: Zooming Out 40:00 Bitcoin as Collateral 57:00 Why Patrick Won't Give a Price Prediction 59:32 What VanEck Is Doubling Down On in 2026 Full episode below.

Full episode on Youtube: youtube.com/watch?v=ijlFJ4…

Can the CLARITY Act fix Crypto’s "Altcoin Problem"? On the latest episode of Double Down, @Patrick_Bush_VE explains how clear regulation could bring institutional trust.

@babylonlabs_io @Tristan0x15 Full episode on Youtube: youtube.com/watch?v=ijlFJ4…

Double Down is a new #Bitcoin podcast, presented by @babylonlabs_io and cohosted by @Tristan0x15

VanEck senior investment analyst on how he evaluates crypto tokens beyond price action. If value does not flow back to the token, the story is not enough.

VanEck's senior investment analyst breaks down his #Bitcoin conviction thesis and why it's a unique, faith-based asset.

"Bitcoin is now an institutional-grade asset. It's integrated into portfolios, but has only reached a tiny, tiny fraction of portfolios." Hear @alextapscott discuss why institutional adoption of Bitcoin is still in its early stages on Double Down with @Tristan0x15 and @Cryptocito.

@martenogrady @babylonlabs_io @Patrick_Bush_VE @vaneck_us Thanks mate!

@Cryptocito @babylonlabs_io @Patrick_Bush_VE @vaneck_us Loved this one great talk 👏🏼

The Bitcoin treasury trade just changed. Strategy sold 3,588 BTC for about $216M to fund preferred-stock dividends. On the latest episode of Double Down, @Patrick_Bush_VE from @vaneck_us had already warned us about the bigger risk: When $BTC treasury companies trade below the value of their own Bitcoin, they can flip from buyers into sellers. New Double Down episode, cohosted by @Tristan0x15, presented by @babylonlabs_io. We cover Strategy, Michael Saylor, miner selling, ETF flows, put versus call sentiment, the 4-year cycle and why Bitcoin as collateral could still be the institutional unlock. CHAPTERS 0:00 Buyers Are Becoming Sellers 1:28 The Three Forces Crushing Bitcoin's Price 2:30 Hash Rate Down 8 Straight Months: Miners Are Selling 3:07 Strategy's $1B+ Overhang Explained 11:42 Is Bitcoin Ever Coming Back? 15:27 What Options Markets Are Signaling 21:30 Is the Bitcoin 4-Year Cycle Still Intact? 31:04 From $125K to Below $60K: Zooming Out 40:00 Bitcoin as Collateral 57:00 Why Patrick Won't Give a Price Prediction 59:32 What VanEck Is Doubling Down On in 2026 Full episode below.

Patrick is built different. In our new episode of Double Down, VanEck's Patrick Bush breaks down the #Bitcoin thesis and reminds us why BTC is here to stay in the long term 😤

@vaneck_us Full conversation on Youtube: youtu.be/ijlFJ4huxvs?si…

The full episode of Double Down with VanEck, presented by @babylonlabs_io is out now: youtube.com/watch?v=ijlFJ4…

Strategy just sold 3,588 $BTC for roughly $216M! Before the news broke, VanEck Senior Investment Analyst Patrick Bush joined Tristan and me to discuss what happens when Bitcoin’s biggest buyers become sellers. - Strategy risk - Miners selling BTC for AI - ETF outflows - The next 9 months for Bitcoin New Double Down episode drops tomorrow (1pm UTC) presented by @babylonlabs_io youtube.com/watch?v=ijlFJ4…

Is the four-year Bitcoin cycle still intact? VanEck senior investment analyst @Patrick_Bush_VE joins @Tristan0x15 and me on a new episode of Double Down to unpack why #Bitcoin may still need one final capitulation before markets turn. We cover the Strategy trade, the digital asset treasury overhang, miners pivoting to AI and why nothing is screaming to double down just yet. We also dig into how @vaneck_us is approaching tokenization and the institutional opportunity emerging onchain. Full episode goes live tomorrow.

Dont miss the next episode of Double Down featuring @Patrick_Bush_VE of @vaneck_us 🎙️

Full interview: youtube.com/watch?v=n_hcwv…

Tokenized stocks are coming to @txEcosystem. In my new interview, CEO @MikeMcC1uskey explains how tx's newly launched Super App is positioned at the intersection of consumer investing, regulated infrastructure and tokenization. The full interview is now available on Youtube.