Over The Horizon: A Bitcoin Podcast

Bitcoin Crashes to $67,000: Navigating The Bear Market with Caleb Franzen

In this episode of Over The Horizon, I’m joined by Caleb Franzen, Founder of Cubic Analytics, to break down why Bitcoin’s crash to $67,000 matters and what the data says about where price could go next. Caleb explains why the breakdown below the 2-day 200 moving average is so important, how risk appetite is collapsing across speculative assets, and how investors should think about survival, capitulation, and accumulation during a Bitcoin bear market. We cover: • Why the 2-day 200 moving average breakdown matters • How Bitcoin trades as a risk asset alongside software stocks • Where key support levels sit if downside continues • What capitulation really looks like in a bear market • Why Bitcoin’s long-term thesis remains intact despite near-term pain • How to think about accumulation during periods of fear If you care about protecting capital now so you can win big later, this is a must-watch. Follow Caleb on X → https://x.com/CalebFranzen Cubic Analytics → https://cubicanalytics.substack.com Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti 00:00 Introduction to Bitcoin Analysis 01:43 Navigating Market Trends and Indicators 04:23 Balancing Bullish and Bearish Sentiments 06:39 Identifying Key Support Levels 09:55 Understanding Market Dynamics and Correlations 17:04 Risk Appetite and Its Impact on Bitcoin 24:29 Evaluating Economic Indicators and Their Relevance 26:17 The Primacy of Price in Market Analysis 28:31 Understanding Macroeconomic Indicators and Their Impact 29:22 Bitcoin's Influence on Equity Markets 31:50 Navigating Market Trends and Speculative Risks 33:13 The Role of Technical Indicators in Market Analysis 36:32 Capitulation Events and Market Psychology 39:32 The Transition of Bitcoin: From Risk Asset to Reserve Asset 44:58 Using Undervalued Indicators for Market Advantage 50:22 Strategizing for Long-Term Success in Bitcoin Investment Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast [https://mysoundwise.com/soundcasts/1761099461996s] on Soundwise [https://mysoundwise.com/soundcasts/1761099461996s]

Why Bitcoin Is Headed to $10,000,000 with Rajat Soni

Rajat Soni is a CFA charterholder who worked in traditional finance for nearly a decade. Today, he creates personal finance and bitcoin content full time. In this episode, we break down why bitcoin is cash, why real estate became financialized into a distorted savings vehicle, and why inflation is required for the current system to function. We discuss why “bitcoin has no cash flow” misses the point entirely, why leverage is dangerous for most people, how emergency funds should actually be structured, and why real wealth is built during bear markets, not bull markets. Rajat also lays out his long-term thesis for why bitcoin could reach $10,000,000 as it absorbs the monetary premium from real estate, bonds, gold, and other traditional stores of value. Guest links Rajat on X → https://x.com/Rajatsoni Rajat on YouTube → https://www.youtube.com/@rajatsonifinance Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Timestamps 00:00 Introduction and Rajat’s background 05:56 Why bitcoin is different from every other asset 13:00 Real estate as a financialized savings account 19:29 Cash vs bitcoin in financial planning 23:03 Why owning bitcoin changes decision-making 26:12 Leverage, debt, and emergency funds 32:57 Why the system cannot allow deflation 35:18 Inflation and asset ownership 36:45 Building wealth in bear markets 40:46 Long-term thinking and time horizons 43:19 Bitcoin vs gold 47:59 How to properly learn bitcoin 53:49 The biggest financial mistakes people make 58:00 Bitcoin’s long-term potential Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast [https://mysoundwise.com/soundcasts/1761099461996s] on Soundwise [https://mysoundwise.com/soundcasts/1761099461996s]

$340,000 Bitcoin Before the Next Halving with British HODL

In this episode, I sit down with British HODL, one of the most direct voices in Bitcoin and a former real estate, gold, and TradFi investor who went all-in after understanding Bitcoin’s monetary nature. We cover why Bitcoin is now the global liquidity sink, why BlackRock’s ETF was the most important event in Bitcoin’s history, and why the four-year cycle is effectively over. We also dig into Bitcoin versus real estate, capital flight from housing, institutional absorption, and why owning Bitcoin has become a question of allocation rather than belief. Topics we discuss: • Why Bitcoin is absorbing global liquidity • Real estate’s declining role as a store of value • Why BlackRock’s ETF changed everything • The death of the four-year cycle narrative • Institutional absorption vs retail speculation • Why Bitcoin still looks “boring” before its next major move • British HODL’s $340k Bitcoin thesis before the next halving If you’re trying to understand where Bitcoin sits in the global financial system today, and what actually matters from here, this conversation lays it out clearly. Guest links Follow British HODL on X → https://x.com/BritishHodl British HODL on YouTube → https://www.youtube.com/@britishhodl23 Follow Joe on X → https://x.com/JoeConsorti Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation 00:00 Introduction to Bitcoin and British Hodl's Background 03:00 Transition from Traditional Assets to Bitcoin 05:38 Bitcoin vs. Gold: Understanding Market Perceptions 08:30 Liquidity and Market Dynamics 11:34 Diminishing Returns and Bitcoin's Future 14:22 Institutional Adoption and the BlackRock ETF 17:16 Securitization of Bitcoin and Market Implications 20:00 Real Estate's Role in the Bitcoin Economy 23:12 Young Investors and the Future of Asset Ownership 26:38 The Evolution of Bitcoin's Value Proposition 29:15 Michael Saylor's Bitcoin Strategy 31:52 Portfolio Management and Bitcoin 34:50 Retail Behavior and Market Manipulation 38:48 The Four-Year Cycle and Market Dynamics 47:26 BlackRock's Influence on Bitcoin 50:12 The Power of a Simple Message Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast [https://mysoundwise.com/soundcasts/1761099461996s] on Soundwise [https://mysoundwise.com/soundcasts/1761099461996s]

Bitcoin for Growth, Real Estate for Cash Flow with Grant Cardone

In this episode, I’m joined by Grant Cardone to break down one of the most important investing conversations happening right now: bitcoin and real estate. We start with what’s happening on the ground. Grant’s Malibu home was damaged in the Palisades fire, and more than a year later, California still won’t allow basic repairs. From there, we unpack how regulation, taxation, and political incentives are reshaping where capital flows. Then we get into the core framework Grant uses today: • Why real estate works for cash flow, but struggles as a long-term growth asset • Why bitcoin has emerged as a superior growth and opportunity-cost hedge • How Cardone Capital is combining real estate income with bitcoin on the balance sheet • Why Grant believes the REIT industry is overdue for disruption • What wealth building actually looks like in a system that keeps changing the rules We also close on mindset. Why resentment toward money repels it, why respect for capital matters, and how long-term wealth is built across cycles. This is a deep, honest conversation about capital, incentives, and positioning yourself for what comes next. Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Grant on X → https://x.com/GrantCardone Follow Joe on X → https://x.com/JoeConsorti Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast [https://mysoundwise.com/soundcasts/1761099461996s] on Soundwise [https://mysoundwise.com/soundcasts/1761099461996s]

Bitcoin’s Lost Year, the Rise of Silver, and the AI Shock with Tad Smith

In this New Year’s Eve episode of Over The Horizon, I’m joined by Tad Smith, Partner at 50T Funds and former CEO of Sotheby’s and the Madison Square Garden Company. We reflect on one of the strangest market years in recent memory and look ahead to what 2026 may bring. We cover: • Why silver and gold dominated 2025 while bitcoin lagged • The rise of speculative behavior and the “prison of financial mediocrity” • AI’s impact on white-collar jobs and the future of work • Whether AI creates abundance or accelerates inequality • Bitcoin’s role as hard money in a world of expanding social safety nets • The future of art in the age of AI • Why bitcoin treasury companies struggled in 2025 • Bitcoin vs gold vs real estate as long-term stores of value • Tad’s outlook for liquidity, markets, and geopolitics in 2026 Follow Tad on X → https://x.com/TadTweets Follow Joe on X → https://x.com/JoeConsorti Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation 00:00 Reflections on 2025: A Year of Surprises 01:34 The Impact of Financial Hardship on Behavior 04:28 The Rise of Monetary Metals 07:24 The Prison of Financial Mediocrity 10:00 The Role of AI in the Economy 12:57 The Future of Work and Job Displacement 15:55 Bitcoin and Hard Money in an Abundant Future 18:54 AI and the Future of Art 29:01 The Nature of Art and Creativity 31:54 The Value of Human Art in a Digital Age 35:43 Bitcoin Treasury Companies: Performance and Challenges 38:29 The Impact of Volatility on Bitcoin 47:44 Bitcoin vs. Gold and Real Estate: The Future of Value 51:00 Looking Ahead: Predictions for 2026 Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast [https://mysoundwise.com/soundcasts/1761099461996s] on Soundwise [https://mysoundwise.com/soundcasts/1761099461996s]