NFA Live! Bitcoin Hit a New Low

Benjamin Cowen

Summary

In this episode of NFA Live, the team analyzes Bitcoin's recent price action, comparing the 2026 cycle to historical patterns from 2018. They discuss the impact of macroeconomic factors like job data and interest rates, while exploring the shift toward private AI models in light of data privacy concerns. The conversation also touches on market sentiment for the upcoming midterm elections, the role of the four-year cycle in market prediction, and a brief, spirited detour into the World Cup and the nuances of football versus American sports.

Chapters

  1. 0:00Introduction and Market Overview
  2. 2:00Bitcoin Cycle Analysis
  3. 10:36Macroeconomic Outlook and Rates
  4. 15:28Market Sentiment and Volatility
  5. 25:02AI Models and Private LLMs
  6. 35:12Future of AI and Costs

Topics covered

  • Bitcoin cycle analysis
  • Historical comparison 2018 vs 2026

+6 more topics (full content when you follow the channel)

Transcript excerpt

And we are live. Hello everyone. Welcome to another episode of NFA Live. The first episode of Q3/H2 2026. That went quickly, didn't it? The first half of first half of that year. >> Time flies when you're having fun, Marcus sucks. >> [laughter] >> Exactly. Exactly. When when you're in a bear market, it really it really flies by. Um so yes, I'm joined by Ben. Welcome, Ben. >> How's it going? >> And by Rob. Hello, Rob. >> Hello, everybody. >> Good to see you guys again. And on a day actually, one of the um one of the questions I was going to ask you guys was around the fact that Bitcoin put in a new low recently, but it's actually come roaring back along with the rest of the market. We're currently around 61,000, almost 61,500 dollars. Which is quite a bounce from I think we we tested the 57k range at some point. So it things are things are looking up. Let's hope let's hope they'll continu…