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.
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
DeFi's Security Ceiling: Why Lending Can't Be Like Uniswap
Bits + Bips
Apr 22, 202612:49failed
Who's Really to Blame for the $290M Kelp DAO Hack?
Bits + Bips
Apr 22, 202616:46failed
Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Bits + Bips
Apr 22, 20261:00:27failed
Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin
Bits + Bips
Apr 19, 202644:41failed