Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we break down why bitcoin’s price has been slipping and whether the market is actually signaling the start of a bear trend. Jeff explains the key forces driving sentiment — from liquidity pressures to global macro shifts — and why a slightly negative year for bitcoin might not be as bearish as it sounds.We also dig into what it would take for bitcoin to rip back toward the $125K–$150K range, plus how geopolitical dynamics in Japan, China, and elsewhere are shaping the broader investment landscape.
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In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.
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Timestamps:
0:00 – Intro
1:50 – Why is bitcoin dropping? Should investors be worried?
4:36 – Do technical levels like CME gaps actually matter?
8:13 – Harvard’s bitcoin position and how endowments invest
12:15 – Has optionality changed bitcoin’s market dynamics?
15:14 – What Jeff is watching for real signs of optimism
17:30 – Is the 4-year cycle officially dead?
23:18 – Macro risks: liquidity, global conflict, & Trump premium
25:56 – What would a true upside black swan look like?
28:05 – How do you underwrite quantum risk today?
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