The Last Time Bitcoin ETFs Did THIS, CRYPTO Crashed 30% (What’s Different?)

    The risk models I use to track accumulation and distribution zones.
    Free trial 👉 https://app.cryptocapitalventure.ai

    🌟 Follow Me On My Socials!

    📸 Instagram: instagram.com/dangambardello
    🐦 X: x.com/cryptorecruitr

    ⚡ Catch Me On X
    ⚡ http://x.com/cryptorecruitr

    This channel focuses on macro analysis, liquidity cycles, and market behavior to help long-term investors understand where we are in the broader financial cycle.

    I break down capital flows, risk conditions, and economic context across markets — and when relevant, how assets like crypto fit into the bigger picture.

    This content is for patient capital, not short-term speculation.

    *The above video references an opinion and is for news/information and entertainment purposes only. It is not intended to be investment advice, financial advice, or any solicitation, recommendation, endorsement, or offer that you buy or sell any cryptocurrency or securities. Trading in cryptocurrencies and securities is a high risk activity involving risk of loss so please seek a duly licensed professional for investment or financial advice. The information provided on this video should not be used to make any investment or financial decisions without consulting your financial or investment advisor. This video contains my opinion only and is not intended to cause harm or defame anyone or any entity.

    25 Comments

    1. dan, you have a great understanding of the various signals at play, but you often use "you need to prepare" for both scenarios. What does that even mean? People either have conviction or they don't. If you "prepare" for both than what you are really saying is DO NOTHING and wait until a move up or move down happens; wait for confirmation. I understand that you have to always cover yourself so you don't get banned, but most people want to actually see a POV. If you believe in something, say it. And if your answer is "it can go down still but who cares, because i still think we are in an accumulation range as a macro investor" then just say that. I understand that a trader CAN plan for both by having long term longs and short term shorts. But you aren't a trader. You are a macro investor. So do you believe in your thesis or not? I'm NOT being a hater. I"m a supporter. I'm saying, if you believe you are right, then lean in with conviction. Don't apologize for it. You have data to back up your thesis. Who cares if it drops further. Do we think Saylor cares? I'm 100% NOT preparing for it to go down. It might go down further, fine. But I am not preparing for that. I'm preparing for the long-term macro thesis to play out. By the time people wait for the safety of confirmation, you've missed the move.

    2. The market feels overheated right now, with many investors relying on dollar cost averaging while fundamentals take a back seat. I enjoy seeing prices climb, but chasing overpriced growth ETFs doesn’t fit my strategy anymore they look stretched. Dividend stocks offer slightly better value, while small and mid caps appear less crowded and more interesting for positioning. Spotting this shift pushed me deeper into crypto trading, where disciplined strategy helped grow my portfolio from about 110K to roughly 870K in just a few months. I’m especially grateful to Linda. Keichian, whose expertise across crypto and traditional markets has been invaluable in navigating today’s fast-moving financial landscape.

    3. Saylor doesn't have a time horizon anywhere near the next 10 years for his reasoning behind purchases. He's buying at 122,000 because he knows it won't matter when BTC never falls below 500,000 again. His time horizon is 20+ years.

    4. He is so right.

      I could not agree with this video more.

      We could go up, we could go down, or we could go sideways.

      We can compare to previous cycles but not compare to previous cycles.

      We could draw lines but the lines dont matter until they do.

      We could breakout or we could breakdown.

      We have waited this long, we could wait longer, or just wait some more.

      Another great video. Can not wait until the next one.

    5. With the current market conditions and growing institutional demand, Bitcoin is finally being viewed as a core allocation rather than a side experiment. It used to be 1–2% in a portfolio, but now some analysts talk about much higher exposure because scarcity keeps increasing every halving cycle. The supply is capped at 21M forever, while more governments and ETFs keep accumulating. Over decades, Bitcoin has historically outpaced traditional markets that average around 8%. For long-term thinkers, slow accumulation and holding makes sense. Grow a Portfolio of around 178k to a decent $1M+ in the space of a few months. Thanks again Laura's Stellan, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    6. The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets.
      It's refreshing to see the focus on setting realistic goals and understanding Crypto trading. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the volatile of the market price. It's a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. Grow a Portfolio of around 178k to a decent $1M+ in the space of a few months. Thanks again Annitrade, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    7. This is an amazing time. It BLOWS my mind people can not see the VALUE of XRP and the place it will have in the future financial system, that is already here. Everyday the news gets better. Being an early adapter comes with criticism because people can't see the obvious change happening in their face. We moved off most of our BTC last week, it did its job, now its just a soon to be nostalgic meme coin. I like UTILITY…. managed to grow a Portfolio of around 6k to a decent 87k in the space of a few weeks. Thanks again Jessica allen, for the regular updates

    Leave A Reply