This episode was originally published on November 7th, 2025. Bitcoin crashed back under $100K this week, but what if that's actually bullish? In this video, I’ll explain the theory of why 2025 is shaping up to be Bitcoin’s IPO moment — a massive rotation of supply from early holders to a new, global base of buyers. We’ll walk through the on-chain data, market structure shifts, and historical IPO comparisons that reveal why this consolidation could be setting the stage for the next major expansion.Value 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network:
[email protected] or https://coinos.io/mftabNYKNYC. Buy Bitcoin and withdraw to self custody with Bitcoin Well. Use my referral link for a chance to win free sats: https://bitcoinwell.com/referral/mftab⏱️ CHAPTERS00:00 – Bitcoin Just Crashed under $100K 01:40 – Bitcoin’s “IPO” Moment Explained02:54 – $34B Monthly Sell Pressure04:01 – Long-Term Holders Distributing into Strength05:25 – The IPO Analogy in Depth06:09 – ETF Flows vs Organic Demand07:00 – Realized Profits & Repricing Supply08:00 – Most Value Comes Post-IPO08:46 – We Are Still Early11:00 – This Isn’t Resistance. It’s a Launchpad.Follow MFTAB:https://x.com/thesatdaddyprimal.net/mftabhttps://www.tiktok.com/@thesatdaddyhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37
