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Bitcoin’s $100K Test and the Return of Stimmy Checks

Bitcoin’s $100K Test and the Return of Stimmy Checks

The Breakdown

November 11, 202512m 54s

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Show Notes

After one of Bitcoin’s sharpest sell-offs of the cycle, sentiment across crypto turned fearful as whales dumped billions and ETFs saw record outflows. But a weekend surge of political and fiscal news — from Trump’s proposed $2,000 “tariff dividend” to 50-year mortgages and a government-reopening deal — reignited markets and sent Bitcoin rebounding. NLW breaks down what’s driving the volatility, how institutional analysts are recalibrating their price targets, and why macro liquidity may still be the ultimate bull case.


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