Bitcoin Capitulating [Bear Market Bottom Confirmed?]
Episode Summary
On this Thursday macro edition of The Daily Stack, Robert (Infra) and first-time guest Adam discuss Bitcoin's sharp sell-off, Kevin Warsh as Fed chair, the Fed balance sheet and repo market, CBDCs and Tether, rising long-term Treasury yields, ISM data and Bitcoin's tight correlation with the software ETF $IGV. In the second half, host Jody talks with Cam Stromme, head of private wealth at Onramp Bitcoin, about dynasty trusts, multi-institution custody, physical attack risk, whale selling, quantum and Epstein FUD, and Bitcoin-backed loans with Arch.
About This Episode
This episode of The Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- Bitcoin Capitulating [Bear Market Bottom Confirmed?]
- Channel
- The Daily Stack
- Published
- February 6, 2026
- Duration
- 1:52:36
- YouTube ID
- gFqn2vFXbWM
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