About this episode
FalconX global co-head of markets Josh Lim explains what's keeping Bitcoin range-bound near $75-76K: miner selling to fund high-performance compute transitions, breakeven retail holders looking for an exit, and an options market oversupplied with calls.
He also covers why the negative funding rates and low vol environment are less bearish than they appear when spot is cash-funded, not levered.
This clip is from a longer interview covering Bitcoin macro, altcoin rotation, Hyperliquid, and quantum risk. Full episode here: https://youtube.com/live/rDN5IHVhjfg
We go live every Monday at 4:30 PM ET — subscribe to catch it live.
Get every episode summarized
Each time Bits + Bips publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Bits + Bips
Robinhood's Tokenized AMC Shares Spark a Fight Over What Stock Tokens Really Are
Bits + Bips
Sep 8, 202659:00completed
Why the Kalshi-Nevada Ruling Could Land at the Supreme Court
Bits + Bips
Sep 1, 202659:29pending
CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?
Bits + Bips
Aug 25, 20261:00:44pending
New US Rules Could Force Coinbase to Delist Tether
Bits + Bips
Aug 18, 202659:37pending