Bitcoin Will Follow Gold’s Playbook to Valhalla w/ @BitwiseInvest CIO @Matt_Hougan & Head of Research @RasterlyRock $ETH demand is 7x new supply. $BTC is 4x. And yet prices are flat. Bitwise’s latest report breaks down the accumulation phase, and why Q4 could flip everything. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:45 – Gold vs Bitcoin 04:34 – Are OGs Selling $BTC? 07:16 – Who’s Buying: Banks or Funds? 09:09 – Q3 Report Breakdown 11:44 – Figure Markets 12:19 – Gemini Credit Card 12:57 – End-of-Month Selloff Myth 15:36 – ATH in November? 19:07 – Clarity Act + Gov Shutdown 25:55 – Where’s Retail? 31:22 – BTC Supply & Demand 34:55 – Polymarket’s Big Upside 40:22 – Fun Markets: Rock, LeBron, Kim K 44:28 – 2025 Box Office Bets 46:56 – Litecoin, Cardano, Pepe ETF? 48:15 – Wrap-Up