Bitcoin Underperformance, Macro Panic & 2026 Narratives | Sponsor: Trezor

Bitcoin is lagging the rest of the market — but is the sentiment shift justified? In Episode 80, David and Graham break down why crypto has underperformed, what macro signals matter, how whales, ETFs, and leverage are shaping the market, and what the road to 2026 might actually look like. From AI to privacy to quantum threats, this one is packed.

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00:00 The Current State of Crypto Markets
10:54 Exploring Bullish and Bearish Sentiments
30:39 The Future of Altcoins and Solana's Position
42:26 Market Dynamics and Alt Season Speculations
47:24 Perpetuals and Trading Risks
55:29 The Privacy Narrative in Crypto
01:05:40 Quantum Threats and Future Considerations