Bitcoin Uptober Loading? Live w/ Benjamin Cowen
Спикеры
Benjamin Cowen
— Основатель и CEO, Into the Cryptoverse
Benjamin Cowen discusses Bitcoin's bear market and cycle bottom timing, predicts a coming stock market correction, and criticizes altcoins and memecoins. He also covers the influence of AI, ETFs, and politics on crypto markets.
- Cowen sees Bitcoin in a prolonged bear market resembling 2018, with a market cycle bottom most likely in October, and a final move lower still possible.
- He advises avoiding altcoins, as retail interest has collapsed and most altcoins are below 2022 lows.
- He expects a 10-20% correction in the S&P 500 starting around September, based on historical midterm year patterns.
- He believes thematic ETFs tend to launch near market tops and underperform initially, and Bitcoin ETFs have not changed this dynamic.
- He is personally long AI/tech stocks via market-cap indexes but acknowledges the AI bubble will eventually pop.
- Cowen is highly critical of memecoins, calling them harmful to the industry and not a path to Bitcoin adoption.
- He argues Bitcoin is politically neutral and has performed well under both Democratic and Republican administrations.
Идеи
Bitcoin likely bottoms around October, watch.
Bitcoin is following a pattern similar to 2018, with lower highs, no altcoin rotation, and falling retail interest. Prior bear market cycle lengths of about one year from the top suggest a market cycle bottom near October. He expects one more drop to form the low, then the next bull market into 2027. Monetary policy remains restrictive, extending the process. October is the most likely month for a bottom, though it could slip to November or December.
Stocks face 10-20% correction starting September.
Historical midterm years (2014, 2018, 2022) saw two stock market corrections: one early in the year and another starting around August/September. He expects a second correction this year of 10-20%, likely to begin in September, possibly around the next Fed meeting. This correction would coincide with Bitcoin's final market cycle bottom.
Далее
This The Block video, published August 11, 2026, features Benjamin Cowen discussing BTC, SPY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Benjamin Cowen · Tickers: BTC, SPY