Show and guests
Bankless weekly recap, hosted by Ryan and David. Original English title: Bitcoin’s Next Bull Run Has One Big Problem. Subtitles cover 0:00–70:29 (full duration: 1:10:50); this article covers the entire subtitled segment.
Key points
(The following paraphrases reflect the speakers’ original meaning; timestamp links lead to the corresponding points in the original video.)
- Everyone is making Bitcoin price predictions this week: Bitwise’s target is 1.6 million dollars by 2036, with 131 thousand dollars in a pessimistic scenario; the median of Willie Woo’s ten thousand Monte Carlo simulations is 1.5 million dollars by 2034; and prominent investor Jason Calacanis says everyone should sell everything because 50 thousand dollars is coming. The hosts say someone must be wrong. 0:08
- The big news this week is Hyperliquid’s move into the US: Trade XYZ is partnering with NYSE parent ICE to build a CFTC-regulated US trading venue on Hyperliquid for round-the-clock trading of stocks, real-world assets, commodities, and more. 1:04
- The hosts discuss whether the market will test Bitcoin’s low of 57 thousand dollars, the low reached in June. This is the starting point for their discussion of “one big problem with the next bull run.” 3:22
- Zcash’s narrative is privacy: the hosts explain that Zcash’s shielded transactions allow people to send and spend without publicly revealing the recipient or amount. As identities and financial histories become increasingly easy to link, privacy itself is a selling point. 22:48
Background and notes
Subtitles cover 0:00–70:29 (full duration: 1:10:50); this article covers the entire subtitled segment. Views and timestamps are paraphrased from the original subtitles, and timestamps mark the start of the segments containing the corresponding remarks. For short interviews, only the available points are included, without padding the count.