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Weekly Podcast: Sony, Stablecoins, and Santa Trump will save crypto!
In this episode we break down the latest Bitcoin and Ethereum price action, why the 97k BTC level and $3,000 ETH are so important, and what could happen next if we tap 100k.
4 December 2025
1
minute read

Beri's back, we’re back at Maker, we’ve got new Bitter & Bullish merch, and the crypto markets might finally be back… or are they? In this episode we break down the latest Bitcoin and Ethereum price action, why the 97k BTC level and $3,000 ETH are so important, and what could happen next if we tap 100k.
We talk through:
- The December 1 Bitcoin crash, why it was worse than October 10, and how the rebound is playing out
- Why ending quantitative tightening (QT) and likely Fed rate cuts in 2026 could kick off the next real leg of the bull run☕ The macro side: Japanese yen carry trade, liquidity, and why crypto gets hit hardest
- Why we still think spot BTC and ETH are the core long-term plays, and how to think about dips, DCA, and dry powder
- The rise of stablecoins and real-world assets (RWA), and why Sony launching a USD stablecoin for in-game transactions is massive for crypto adoption
- Our honest takes on AI coins, HBAR, ONDO, Solana, and why some tokens are great businesses but bad tokens
- We also share what we’re personally doing right now:tight altcoin rotations, where we’d be cautious, where we’re still bullish, and how to position for a potential Q1 breakout vs a deeper move to the mid-70s.
Not financial advice. Just two crypto degenerates trying to be a bit less degenerate.
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