Ben Cowen Says You Have Permission to be Bullish
Ben Cowen Says You Have Permission to be Bullish
Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-year cycle is still intact, why Bitcoin is shrugging off a macro environment Ben expected to pressure it, and the crucial difference between easier monetary policy and genuinely abundant global liquidity. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BA
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Ben Cowen 在 Bankless 上重返節目，公開承認他的一個關鍵比特幣預測錯誤。究竟發生了什麼變化？Ben 與 David 解析了挑戰他熊市論點的突破，四年週期是否仍然完整，比特幣為何能擺脫 Ben 預期會施壓的宏觀環境，以及寬鬆貨幣政策與真正充裕全球流動性之間的關鍵差異。--- 📣SPOTIFY PREMIUM RSS FEED | 使用程式碼：SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS 贊助工具：🔓NEAR | 低調交易，返還 20% https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- 時間戳 0:00 Ben Cowen 承認錯誤 3:30 熊市是否結束得太輕易？ 6:06 為何這場熊市與 2022 年不同 9:59 四年週期仍然存在嗎？ 12:27 早期低點對下一輪牛市意味著什麼 14:02 為何山寨幣已經開始走勢 19:15 貨幣政策 vs. 全球流動性 22:56 Altseason 是否需要危機？ 28:13 為何流動性可能保持緊縮 31:56 比特幣能否追上股票？ 34:41 五年限制條件 37:27 零售投資者終於回來了嗎？ 45:46 比特幣挑戰宏觀設定 48:47 重要的每週比特幣收盤價 53:43 在分歧中建立會議 --- 資源 Ben Cowen https://x.com/benjamincowen --- 這不是財務或稅務建議。請參閱我們的投資披露： https://www.bankless.com/disclosures