Ben Cowen Says You Have Permission to be Bullish

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

0:00 Ben Cowen Admits What He Got Wrong
3:30 Did the Bear Market End Too Easily?
6:06 Why This Bear Market Looks Different From 2022
9:59 Is the Four-Year Cycle Still Alive?
12:27 What an Early Low Means for the Next Bull Market
14:02 Why Altcoins Are Already Moving
19:15 Monetary Policy vs. Global Liquidity
22:56 Does Altseason Need a Crisis?
28:13 Why Liquidity Could Stay Tight
31:56 Can Bitcoin Catch Up to Stocks?
34:41 Five Years of Restrictive Conditions
37:27 Is Retail Finally Coming Back?
45:46 Bitcoin Defies the Macro Setup
48:47 The Weekly Bitcoin Close That Matters
53:43 Building a Conference Around Disagreement

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RESOURCES

Ben Cowen
https://x.com/benjamincowen

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Not financial or tax advice. See our investment disclosures here:
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